- Robert Half Legal (Los Angeles, CA)
- … estate firm in Century City seeks an Attorney with 5+ years of California estate planning experience. This firm works exclusively with high-net-worth ... ONLY (LOS ANGELES, CALIFORNIA ) + CA STATE BAR + 5+ years of California estate planning experience + JD from an ABA-accredited law school Preferred: LL.M.… more
- Robert Half Legal (San Mateo, CA)
- Description We are offering an exciting opportunity for an Estate Planning Associate to join our team in San Mateo, California . The primary function of this ... and advisors in the areas of Trusts, Estates, Probate, Trust Administration, and Litigation. We are seeking a candidate...are seeking a candidate with a solid understanding of estate planning . Responsibilities: * Designing and implementing… more
- Robert Half Legal (Encino, CA)
- …as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the practice area ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate... + JD from ABA-accredited law school + Active California bar license TO APPLY, ONLY send resume directly… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts… more
- IBM (San Jose, CA)
- …Your Role and Responsibilities This position is responsible for managing the real estate strategy and performance for the assigned portfolio in alignment with IBM's ... pressure, fast-paced environment. The Portfolio Manager maintains the primary Real Estate relationship with local client leaders and site location executives (SLEs)… more
- CIBC (Denver, CO)
- …gaining technical and analytical skills. **What You'll Be Doing** CIBC's Commercial Real Estate team is seeking a highly motivated intern for the 2025 summer with ... an interest in pursuing a career in commercial real estate or commercial banking. This position will work closely...self to work and you live our values - trust , teamwork and accountability. **What CIBC Offers** At CIBC,… more
- CIBC (Denver, CO)
- …**What you'll be doing** You will join CIBC's Commercial Real Estate Banking team to provide support to account teams through client ... the Relationship Managers. Essential duties include: + Underwrite Commercial Real Estate credit transactions, and prepare credit requests. + Analyze financial… more
- CIBC (Chicago, IL)
- …Be Doing** In this summer program, intern will be assisting the Commercial Real Estate Client Banking Specialist team with the following tasks: + Pulling copies of ... you. You bring your real self to work and you live our values - trust , teamwork and accountability. **What CIBC Offers** At CIBC, our people are our greatest asset.… more
- Umpqua Bank (Newport Beach, CA)
- …Client Advisor** **:** Serves as an expertininvestments, banking, wealth and estate planning , trust servicesand providesrelationship-basedservices to new ... Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning , investment management and trust serviceswithaveryfavorable reputation… more
- Banc of California (Santa Ana, CA)
- **Overview** Banc of California , Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of ... California (the "bank"). Banc of California is...supporting internal clients with tasks such as forecasting and planning , liquidity stress testing, FTP, etc. Performs all duties… more
- UMB Bank (Kansas City, MO)
- …strategies. They will provide comprehensive analysis, pro-active financial, strategic and/or estate and tax planning solutions to Private Wealth's current ... **Business Planning Solutions** The VP of Business Planning...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Fox Rothschild LLP (San Francisco, CA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- Robert Half Legal (Capitola, CA)
- …4+ years of experience. Responsibilities: * Providing legal advice in the area of estate planning , trust administration, and probate. * Cultivating and ... experienced Attorney to join our team in Santa Cruz, California . This role will involve providing expert legal advice...a team to deliver results. * Utilizing skills in Estate Planning , Estate Law, and… more
- M&T Bank (Los Angeles, CA)
- …credit (complex structured loans, including aircraft, yacht, investor real estate , trust and estate planning solutions, art, restricted stock, ... credit, including but not limited to, custom residential mortgages and real estate related transactions, marketable securities, concentrated stock, real estate ,… more
- Providence (Apple Valley, CA)
- …Director of Planned Giving will manage, plan, coordinate and implement a comprehensive estate planning and gift program; interpret and apply laws and regulations ... planning is preferred. Knowledge in areas of taxation, trust and estates, probate, corporations, contracts, and real ...giving portfolio management + Demonstrated experience and success with estate planning and major gift solicitation is… more
- Zions Bancorporation (San Diego, CA)
- …manages the full lifecycle of activities for all California Bank & Trust 's corporate real estate and facilities: property acquisition & disposal, capital ... Associates at California Bank & Trust work in...Manager will report to the Director of Commercial Real Estate and Facilities Management. The Corporate Real Estate… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the ... and businesses. These services include personalized investment strategies, financial planning , estate and tax planning ,...partners in the Irvine/South California marketplace. At California Bank & Trust , our Wealth Management… more
- PNC (Pittsburgh, PA)
- …deliverables and project financials management. + Transactions + The Transactions and Trust Real Estate groups encompass real estate professionals ... those options in the fastest way possible. We deliver timely execution of real estate strategy making space available when and where the customer needs it. Finally,… more
- Stanford University (Stanford, CA)
- Business Operations Coordinator **Land, Buildings and Real Estate , Stanford, California , United States** Facilities Post Date Sep 15, 2024 Requisition # 104595 ... **Welcome to Land, Buildings & Real Estate ** Land, Buildings & Real Estate (LBRE)...AV needs. + Support event planners in sustainable event planning including education and gathering and reporting sustainable event… more
- SMBC (Brea, CA)
- …Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required. + Proven ... 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service… more