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3 Days AgoSaved
In-Office
San Mateo, CA, USA
Expert/Leader
Expert/Leader
Financial Services
Lead and coach a regional trust team, manage full lifecycle of trust relationships (opening, administration, closing), support business development and client/advisor liaison, ensure regulatory reporting and risk/compliance escalation, participate in discretionary reviews, and drive process improvements and external visibility for the bank's trust and fiduciary services.
3 Days AgoSaved
In-Office
San Mateo, CA, USA
Mid level
Mid level
Financial Services
Provide Windows desktop and laptop support, build and deploy OS images and packages, troubleshoot hardware/software and networking issues, manage inventories, create accounts, and support enterprise applications and desktop management tools.
Top Skills: Active DirectoryBatch ScriptingMS OfficeMicrosoft OutlookPstoolsSymantec Endpoint ProtectionSymantec GhostWindowsWindows ServerWsus
3 Days AgoSaved
In-Office
San Francisco, CA, USA
Expert/Leader
Expert/Leader
Financial Services
Provide wealth planning expertise for high‑net‑worth clients ($5M+), develop and implement comprehensive estate, trust, retirement, gifting and tax strategies, advise clients and prospects, collaborate with advisors and vendors, and keep advisors informed on regulatory changes.
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