Senior Fiduciary Advisor — Trust & Estates
Jobtailor
Jobtailor seeks a seasoned fiduciary professional to lead trust and estate administration for high-net-worth families. You will develop subject matter expertise and serve as a trusted advisor to clients and their families. You will anticipate service needs, coordinate with partners and external advisors, expand relationships, and oversee trust accounts while ensuring compliance with laws and documents. This is a client-facing, senior role requiring meticulous attention to detail and cross-team #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Fiduciary Advisor — Trust & Estates in California, MO vacancy
$275k - $325k
The People Of: Professional Services is looking for a senior Trusts & Estates attorney to join their team in Los Angeles, CA. This position involves advising high net worth clients on estate planning strategies and managing trust administration matters. Candidates should...Senior- ...law firm in California is seeking an experienced Senior Trial Attorney to handle complex litigation cases in trust and probate. The position requires a candidate with... ...building with clients. Competitive salary offered based on experience. #J-18808-Ljbffr The Estate LawyersSenior
$275k - $325k
Location: Los Angeles, CA A highly regarded law firm is seeking a senior Trusts & Estates attorney to join its Taxation, Trusts & Estates Department in Los Angeles. This is an excellent opportunity to work on sophisticated estate planning and trust administration matters...Senior$275k - $325k
Los Angeles, CA, Orange County, CA or San Francisco, CA The Los Angeles office of a premier, global, law firm seeks a Trusts & Estates attorney with 10 plus years of experience to join their Taxation, Trusts & Estates Department. The ideal candidate will have extensive...SeniorWork at office- Responsibilities Develop subject matter expertise in fiduciary related areas Serve as a Trusted Advisor by developing close, personal relationships with... ...preferred Minimum 7 years of experience in trust and estate administration Strong knowledge of trust and estate...SuggestedWork at office
$200k - $250k
...Senior Trust & Estate Litigation Attorney Orange County, California | 8–15 years Approximately 1,600 billable hours $200K-$250K Base Company... .... The docket centers on trust and will contests, breach of fiduciary duty claims, trustee removal, contested accountings, financial...SeniorFlexible hoursThe Los Angeles County Bar Association - LACBA
California, MO23 hours ago$5,540 - $5,667 per month
...Probationary, Full Time, Student Services Job Summary The Senior Academic Advisor supports the enrollment, retention, engagement, and graduation... ...diverse audiences Ability to build rapport and establish trust with students from varied backgrounds Proficiency in student...SeniorFull timeWork experience placementInternship$5,540 - $5,667 per month
Senior Academic Advisor - Students in Transition (2 positions) Job no: 552072 Work type: Staff Location: San José Categories: Unit 4 - APC - Academic... ...skills with the ability to build rapport and establish trust with diverse student populations. Skill in active listening...SeniorFull timeWork experience placementInternshipWork at office$96.5k - $207.5k
...Fifth Third Bank. GENERAL FUNCTION: The Senior Construction Loan Portfolio manager is intimately... ...Expert knowledge of the Commercial Real Estate Policies and Procedures. Accountable for... ...with LOB and Credit Risk Partners as a trusted advisor for construction loan administration....SeniorFor contractorsBank staffFifth Third
California, MO3 days ago- ...an SEC/MSRB-registered Municipal Advisory firm, is seeking a Senior Advisor to join our highly regarded public finance advisory team. We... ...advisory work. Why Join Kosmont Financial Services? Be part of a trusted, SEC/MSRB-registered advisory firm. Gain experience across a...SeniorFull timeLocal area
$275k - $325k
...Considine Search is looking for a Trusts & Estates attorney with over 10 years of experience to join their Taxation, Trusts & Estates Department in California. The ideal candidate will have strong expertise in trust administration and estate planning for high-net-worth...SeniorConsidine Search
California, MO2 days ago- Responsibilities Build content for the company's internal platforms Find and source stories worth telling Support Customer Zero storytelling Own the Employee Comms content calendar Review and edit content, manage the publishing pipeline Requirements 5+ years in content...Senior
Jobtailor
California, MO2 days ago - The California State University is seeking a Senior Academic Advisor to support upper-division undergraduate students at the Jack Holland Student Success Center. This role involves providing holistic academic advising, success coaching, and targeted interventions to enhance...Senior
$5,540 - $5,667 per month
Opt For Healthy Living is seeking a Senior Academic Advisor for Students in Transition to support former students returning to San José State University. The advisor will provide holistic academic advising and success coaching, help with academic goals, and develop programming...Senior$5,540 - $5,667 per month
The California State University seeks a Senior Academic Advisor to support the enrollment and retention of students returning to San José State University. This full-time role involves providing holistic academic advising and success coaching, facilitating student transitions...SeniorFull timeWork experience placement$100k - $150k
...Overview Senior Landscape Designer to lead the creative vision for high-end residential estates in Santa Barbara and beyond. If you're a design-forward leader who thrives in... ...smooth handoffs from design to build. Build trust-based relationships with clients by showing...SeniorFull timeFor contractorsCLEARVIEW LANDSCAPING
California, MO4 days ago- Bank of Montreal in the United States is seeking an experienced Commercial Credit professional to analyze credit information and support lending decisions for a portfolio of clients. You will negotiate loan structures, assess repayment capacity using financial tools, and...Senior
Bank of Montreal
California, MO2 days ago - Senior Manager, Regional Social Media Marketing Sandisk is looking for a strategic, consumer-focused Senior Manager, Regional Social Media... ...brand relevance. Lead, coach, and inspire a team with clarity, trust, and high standards. Represent the Americas social media...SeniorTemporary workSeasonal workRemote workFlexible hoursShift work
- EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients...Senior
- CrossCountry Consulting is seeking a seasoned Accounting Advisory professional to deliver value across accounting, reporting, and transformation projects for a diverse client base. You will work with public and private companies, including PE-backed portfolios, on close...Senior
- A financial advisory firm in Los Angeles seeks a Senior Advisor to guide public sector leaders in financing strategies for infrastructure and economic development. Candidates must have a Bachelor's degree in Finance or related fields, along with 2-3 years of municipal...Senior
- Franklin Templeton is seeking a Senior Advisor Consultant to serve the Edward Jones broker/dealer community across designated U.S. regions. The role requires relocation to the assigned region and involves growing assets under care by supporting Edward Jones Financial Advisors...SeniorRelocation
- TKO Group Holdings, Inc. is seeking a Senior Director, IT Governance, Risk and Compliance to lead SOX and ITGC compliance efforts across the enterprise. You will partner with Legal, IT, Security, Internal Audit, and Finance to strengthen controls and ensure audit readiness...Senior
- Jobtailor is seeking a senior venture capital professional to build relationships with founders and investors, perform rigorous due diligence, and drive investment recommendations. You will partner with Fidelity’s teams, maintain ties with portfolio companies, and help...Senior
$200k - $250k
Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with onsite client meetings and a flexible schedule. The position...SeniorRemote jobFlexible hours- ...developing/executing test procedures, tracking artifacts and reporting on deliverables Submit written or oral reports of audit results to senior management and audit committees including findings, analysis, conclusions and recommended actions Build and manage relationships...Senior
- BrightSpring Health Services is searching for an individual to oversee the day-to-day implementation of the Compliance Plan and ensure adherence to healthcare regulations. The role will involve monitoring compliance, conducting field reviews, and providing education to ...Senior
- ...oversee canvassing, phone banking, voter-contact goals, and data tracking to advance campaign objectives. The ideal candidate has senior leadership experience in campaigns or community organizing, strong project-management and writing skills, and is available for evenings...SeniorWeekend workAfternoon shift
$23.75 - $29 per hour
First Bank is seeking a Banking Specialist III - Sales in California, responsible for building and deepening client relationships through exceptional service and proactive sales strategies. This role plays a crucial part in driving branch growth by acquiring new clients...SeniorHourly pay- A renowned defense company is seeking a Controller to lead the finance function following a strategic acquisition. The role entails managing accounting, payroll, and compliance with DCAA standards. Ideal candidates will have a bachelor's in finance or accounting, at least...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Fiduciary Advisor — Trust & Estates. Be the first to apply!
Related searches
- senior advisor California, MO
- hvac comfort advisor California, MO
- trust advisor California, MO
- care advisor California, MO
- comfort advisor California, MO
- service advisor assistant service manager California, MO
- operations advisor California, MO
- innovation advisor California, MO
- remote advisor California, MO
- college advisor California, MO