Sr Trust Client Assistant
3 weeks ago
Job Description
Senior Trust Client AssistantComerica is a leading provider of trust and fiduciary services in the and offers a wide range of products and services to meet the fiduciary needs of our clients. The Trust Client Assistant Sr. plays a vital role on the team, by serving as a support system for our Private Wealth Trust Advisors and their books of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor(s), our clients, and other internal business partners to complete routine and non-routine administrative tasks. Position Competencies
Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must. Position Responsibilities: Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions. Prepares reports required for annual account reviews. Performs data entry which includes check writing, ACH set-up, and account information editing. Accesses statements, account data, and tax reports from various proprietary data bases. On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information. Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives. Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions. Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving. Must be able to acquire basic understanding of trust agreements/documents.
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GCM Client Administrator I
4 weeks ago
Costa Mesa, United States M&T Bank Full timeOverview: Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains...
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10575 - Sr. Application/Solution Architect
1 week ago
Costa Mesa, United States Hyundai AutoEver America Full time10575 - Sr. Application/Solution Architect Purpose: The architect position is a senior position of someone with 8+ years' experience implementing large enterprise integration projects across diverse environments. This person must understand the SOA/EAI application architecture, deliver and articulate solutions for integration with other systems,...
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GUCCI Client Advisor
3 weeks ago
Costa Mesa, United States Kering Group Full timeSummary If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual...
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10575 - Sr. Application/Solution Architect
4 weeks ago
Costa Mesa, United States Hyundai Autoever America Full timeJob DescriptionJob Description10575 - Sr. Application/Solution ArchitectPurpose:The architect position is a senior position of someone with 8+ years' experience implementing large enterprise integration projects across diverse environments. This person must understand the SOA/EAI application architecture, deliver and articulate solutions for integration...
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10575 - Sr. Application/Solution Architect
3 days ago
Costa Mesa, United States Hyundai Autoever America Full timeJob DescriptionJob Description10575 - Sr. Application/Solution ArchitectPurpose:The architect position is a senior position of someone with 8+ years' experience implementing large enterprise integration projects across diverse environments. This person must understand the SOA/EAI application architecture, deliver and articulate solutions for integration...
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GUCCI Client Advisor
1 week ago
Costa Mesa, United States Gucci Full timeSummary If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual...
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10205 -Sr. System Administrator
1 week ago
Costa Mesa, United States Hyundai AutoEver America Full timeSr. System Administrator - 10205 Purpose: The Sr. System Administrator for CCS Customer Operations will assume a key operational role within the Connected Car System Operation program. This individual will have specific assigned responsibilities in support of the Production Support Program as well as administering the established Issue, Problem & Incident...
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10205 -Sr. System Administrator
4 weeks ago
Costa Mesa, United States Hyundai Autoever America Full timeJob DescriptionJob DescriptionSr. System Administrator - 10205 Purpose:The Sr. System Administrator for CCS Customer Operations will assume a key operational role within the Connected Car System Operation program. This individual will have specific assigned responsibilities in support of the Production Support Program as well as administering the...
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Legal Administrative Assistant
4 weeks ago
Costa Mesa, United States Bowman and Brooke Full timeJob DescriptionJob DescriptionBowman and Brooke is a leader in handling complex civil litigation. Our team is passionate about litigating cases in state and federal courts and we have decades of experience handling legal issues. Our clients include leaders in the motor vehicle, drug and medical device, chemical product, consumer product, and heavy equipment...
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GUCCI Client Advisor
24 hours ago
Costa Mesa, United States Kering Full timeSummary If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual...
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Client Advisor, South Coast Plaza
3 days ago
Costa Mesa, United States AMIRI Full timePurpose & Objective AMIRI is looking for enthusiastic Client Advisors to join the Company's soon-to-be open South Coast Plaza location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as...
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Client Advisor, South Coast Plaza
2 weeks ago
Costa Mesa, United States AMIRI Full timePurpose & Objective AMIRI is looking for enthusiastic Client Advisors to join the Company's soon-to-be open South Coast Plaza location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well...
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Client Advisor, South Coast Plaza
3 weeks ago
Costa Mesa, California, United States AMIRI Full timePurpose & ObjectiveAMIRI is looking for enthusiastic Client Advisors to join the Company's soon-to-be open South Coast Plaza location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as...
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Client Advisor, South Coast Plaza
4 days ago
Costa Mesa, California, United States AMIRI Full timePurpose & ObjectiveAMIRI is looking for enthusiastic Client Advisors to join the Company's soon-to-be open South Coast Plaza location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as...
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Client Account Executive
16 hours ago
Mesa, United States Pivotal Tax Solutions LLC Full time**About Us**: Pivotal Tax Solutions is a leading property tax consulting firm specializing in assisting commercial real estate owners across the nation. With a dedicated team of experts, we provide comprehensive services aimed at minimizing property tax liabilities and maximizing returns for our clients. Our commitment to excellence and personalized...
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Caregiver for Client in Costa Mesa
2 weeks ago
Costa Mesa, United States Right at Home Coastal Orange County, CA Full timeRight at Home, In-Home Care & Assistance, is seeking to bring aboard a caregiver with a kind heart to join our dynamic team! You can make a difference in your career by helping people with their Activities of Daily Living and maintaining their independence at home with dignity. Caregivers to cover Overnights and/or Weekend shifts are in high demand....
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Caregivers- Flexible Schedules
3 weeks ago
Costa Mesa, United States FirstLight Home Care Full timeSAME DAY PAY! Are you compassionate, dedicated and dependable? Do you love to go above and beyond to help others? At FirstLight Home Care, we're dedicated to hiring the kind of people we would trust with our own families. We're currently searching for quality caregivers who are committed to making a difference in the lives of others. For these folks,...
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Personal Lines Client Service Manager
3 weeks ago
Costa Mesa, California, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
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Senior Tax Accountant
3 weeks ago
Costa Mesa, United States Regal Executive Search Full timeSenior Tax Accountant Our client has immediate openings for a Tax Senior Associate. For over two decades, they have delivered accounting expertise and real business results for clients in the U.S. and abroad. As the biggest and one of the fastest growing CPA firms based in Southern California, we take pride in our client-centric approach, enabling...
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Private Banking Officer
4 weeks ago
Costa Mesa, United States Comerica Full timePrivate Banking OfficerThe Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and high net worth clients.What we can offer youComerica Funded Retirement Plan and 401(K) MatchingPaid Time Off (PTO)Employee Stock Purchase PlanPaid Holidays, Floating Cultural...