Senior Fiduciary Officer
2 weeks ago
The Senior Fiduciary Officer plays a crucial role in delivering exceptional client service, fostering account expansion, ensuring client loyalty, managing risks, and overseeing the comprehensive administration of a designated portfolio.
Key Responsibilities- Administer trust assets, liabilities, and tax obligations.
- Supervise properties held in trust.
- Conduct thorough administrative reviews of accounts.
- Mitigate risks and guarantee adherence to regulations.
- Facilitate the onboarding of new accounts and asset transfers.
- Uphold superior levels of client service.
- Interpret trust documents and make informed decisions.
- Investigate and propose actionable strategies.
- Remain informed about advancements in the wealth management sector.
- Generate new business opportunities.
- Engage with local community and business organizations.
- Contribute to special initiatives and projects.
- At least 5 years of experience in trust administration.
- Bachelor's degree or higher; CTFA designation is preferred.
- Proficient in Trust Accounting Systems.
- Solid understanding of trust administration principles.
- Experience managing trusts in accordance with legal standards.
- Knowledge of fiduciary tax regulations.
- Expertise in investment strategies and asset management.
- Strong organizational and time management capabilities.
- Exceptional interpersonal and communication skills.
- Proficient in Microsoft Office applications.
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Lead Trust Administrator
2 weeks ago
San Jose, California, United States Kinect Full timeSenior Fiduciary OfficerThe Senior Fiduciary Officer plays a crucial role in delivering exceptional client service, driving account expansion, ensuring client loyalty, managing risks, and overseeing the comprehensive administration of a designated portfolio.Key ResponsibilitiesAdminister trust assets, liabilities, and taxation matters.Supervise properties...
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Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeOverview The role of the Senior Trust and Estate Specialist at Capital Group International Inc. is pivotal in our Private Client Services division. With a legacy of over 50 years, we have evolved from a family office into a comprehensive registered investment advisory and trust company, managing approximately $35 billion in assets for a select clientele of...
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Tax Manager
2 days ago
San Jose, California, United States The Agency Recruiting Full timeTax Manager - Senior Tax ProfessionalAs a Tax Manager at The Agency Recruiting, you will have the opportunity to lead and develop a team while providing exceptional customer service to our clients. If you have strong technical skills and experience in managerial or supervisory roles in tax compliance, quality assurance, and tax planning for a diversified,...
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Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeThe role of the Trust & Estate Senior Specialist is pivotal within Capital Group International Inc.'s Private Client Services division.Trust & Estate Senior SpecialistCapital Group International Inc. has a rich history of providing exceptional wealth management services, managing substantial assets for a select clientele of high-net-worth individuals,...
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Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeThe role of the Trust & Estate Senior Specialist is pivotal within Capital Group International Inc. Trust & Estate Senior Specialist About Capital Group: Capital Group's Private Client Services division has a rich history, having been established as a family office for senior executives and their families. Over the years, we have evolved into a...
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Chief Executive Officer
2 weeks ago
San Jose, California, United States K2 Staffing, LLC Full timeAbout K2 Staffing, LLCK2 Staffing, LLC is a dedicated non-profit organization focused on closing the gap between research and access to care for youth facing mental health challenges. Our mission revolves around identifying, funding, and implementing evidence-based treatments, empowering young individuals to find their own mental health solutions, and...
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Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeOverviewThe role of the Trust & Estate Senior Specialist at Capital Group International Inc. offers a unique opportunity to leverage your legal expertise in a collaborative environment. This position is part of our Private Client Services (PCS) team, which has a rich history of providing tailored wealth management solutions.Key ResponsibilitiesClient...
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Security Officer
4 days ago
San Diego, California, United States Five Star Senior Living Full timeAbout the RoleThe Security Officer will be part of the Facilities Team at Five Star Senior Living, responsible for ensuring the safety and security of our senior living community. This role requires a high level of visibility and presence to foster a sense of safety among residents and potential intruders.Key ResponsibilitiesProvide a highly visible presence...
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Senior Finance Officer
2 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeSenior Finance OfficerThe Senior Finance Officer possesses a robust background in financial management, accounting practices, journal entries, reclassifications, and auditing, with a particular focus on SEFA (Schedule of Expenditures of Federal Awards) audits. This role requires experience in billing for government grants and a strong command of technical...
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Senior Management Liability Underwriter
7 days ago
San Francisco, California, United States Kalepa Insurance Services, LLC Full timeExplore Your Career in Underwriting with Kalepa Insurance Services, LLCAdvance your professional journey in the underwriting domain with our esteemed partners, who are recognized leaders in the commercial insurance industry.Position Overview:Senior Management Liability Underwriter - Public (Senior or AVP)About Kalepa Insurance Services, LLC:Discover a...
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Security Officer
2 days ago
San Diego, California, United States Five Star Senior Living Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Security Officer to join our team at Five Star Senior Living. As a Security Officer, you will play a critical role in ensuring the safety and security of our senior living community.Key ResponsibilitiesProvide Visible Deterrence: Maintain a highly visible presence to foster a sense of safety and...
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Senior Management Liability Underwriter
7 days ago
San Francisco, California, United States Kalepa Insurance Services, LLC Full timeExciting Opportunities in Underwriting with Kalepa Insurance Services, LLCAdvance your career in underwriting with a prestigious firm recognized in the commercial insurance landscape.Position Overview:Senior Management Liability Underwriter - Public (Senior or AVP)About Kalepa Insurance Services, LLC:Discover your potential within a company boasting a legacy...
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Senior Underwriter for Management Liability
7 days ago
San Francisco, California, United States Kalepa Insurance Services, LLC Full timeExciting Opportunities in Underwriting with Kalepa Insurance Services, LLCAdvance your career in underwriting with a prestigious firm recognized as a leader in the commercial insurance industry.Position Overview:Senior Management Liability Underwriter - Public Sector (Senior or AVP)About Kalepa Insurance Services, LLC:Explore your potential in the insurance...
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Security Officer
2 days ago
San Diego, California, United States Five Star Senior Living Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Security Officer to join our team at Five Star Senior Living. As a Security Officer, you will play a critical role in ensuring the safety and security of our senior living community.Key ResponsibilitiesProvide Visible Deterrence: Maintain a highly visible presence to foster a sense of safety and...
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Safety Officer
7 days ago
San Diego, California, United States Five Star Senior Living Full timePosition Overview: At Five Star Senior Living, the role of a Safety Officer involves ensuring a secure environment for all residents and staff.Key Responsibilities:Maintain a prominent presence to enhance the feeling of safety among residents and deter potential threats.Utilize communication devices to stay connected with the main office.Monitor surveillance...
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Senior Portfolio Management Officer
7 days ago
San Jose, California, United States Western Alliance Bank Full timeJob Title:AVP Portfolio Manager Equity Fund Resources Position Overview:The AVP Portfolio Manager is tasked with the critical role of evaluating, structuring, and underwriting Commercial Loans for the Equity Fund Resources division, ensuring adherence to the Bank's lending standards and protocols.This role involves overseeing loan management to effectively...
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Senior Compliance Officer
2 weeks ago
San Francisco, California, United States PE FIRM Full timePosition Overview:A prominent private equity firm with over $50 billion in assets under management is in search of a Senior Compliance Officer to enhance their compliance division.Role Summary:The Senior Compliance Officer will play a crucial role in overseeing the compliance framework for an SEC-registered investment advisory entity, which includes family...
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Chief Executive Officer
7 days ago
San Francisco, California, United States Senior and Disability Action Full timeOur MissionSenior and Disability Action is dedicated to empowering and educating seniors and individuals with disabilities to advocate for their rights and pursue social equity. Through personalized support and collective efforts, we strive to foster a community where seniors and people with disabilities can thrive and feel secure.Our ValuesPursue social...
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San Francisco, California, United States KPMG Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our Tax practice at KPMG. As a Tax Senior Associate, you will play a key role in preparing, reviewing, and analyzing fiduciary income tax returns for administrative trusts and estates.ResponsibilitiesPrepare and Review Tax Returns: Prepare, review, and analyze fiduciary income tax...
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Senior Portfolio Management Officer
2 weeks ago
San Jose, California, United States Western Alliance Bank Full timePosition Title:AVP Portfolio Manager Equity Fund Resources Role Overview:The AVP Portfolio Manager is tasked with the critical function of evaluating, structuring, and underwriting Commercial Loans for the Equity Fund Resources division, ensuring adherence to the Bank's lending standards and protocols. This role involves overseeing loan management to...