Financial Institutions Jobs in Diamond Bar

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United States
Full-time Experience : 5-5 yrs required

levels of severity with moderate supervision from claims management. - Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage... issues, and claim and recovery strategies. - Retain, monitor, and manage outside counsel actively ut...

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Full-time 1 views Experience : Min 2 yrs required

Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Controversy Senior Associate - National Tax Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement...

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Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required

Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. - Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on clients in the financial se...

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Posted On Sep 11, 26
Full-time 2 views

Title: Attorney III Job Responsibilities: The Attorney III operates under the direction of an Assistant Chief Counsel within the Office of Legal Affairs (OLA) of the California Department of Corrections and Rehabilitation (CDCR). The primary responsibilities include: - Providing legal advice to CDCR...

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Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Senior Estate Planning & Trust Administration Paralegal (Department Lead) Job Responsibilities: Department Leadership: - Manage the day-to-day operations of the estate planning and trust administration departments with minimal attorney supervision. - Oversee department workflow, matter status, and deadlines across all active files. - Supervise,...

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Full-time 11 views Experience : 5-7 yrs required

Title: Tax Controversy Manager (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for...

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Posted On Jul 17, 26
Full-time 2 views Experience : 3-5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for various tasks associated with the administration of trusts and estates. Key duties include: - Preparing legal documents and conducting legal research. - Marshalling, organizing, and analyzing...

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Posted On Jul 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trust/Estate Administration Paralegal Job Responsibilities: The Trust/Estate Administration Paralegal will be engaged in a variety of tasks essential for the administration of trusts and estates, including those involving complex and high net worth estates as well as probates. The responsibilities include: -...

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Full-time Experience : 3-5 yrs required

Job Title: Consumer Financial Services Regulatory Associate Job Responsibilities: -... consumer protection laws as they apply to credit (primarily non-mortgage) and payment products. - Work with fintechs, card issuers, program managers, and financial institutions. - Engage in regulatory... counseling related to UDAP/UDAAP, credit reporting,...

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Full-time 2 views

Job Title: Financial Intake Coordinator Job Responsibilities: The Financial... Intake Coordinator is integral... all aspects of the financial intake process for new... and matters in the law firm’s financial system, maintaining high-quality control... standards. - Managing synchronization and ongoing maintenance of data betwe...

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Full-time 1 views Experience : Min 5 yrs required

Title: GCSolutions Attorney – Dispute Resolutions Team – California Job Responsibilities: The role of the GCSolutions Attorney in the Dispute Resolutions Team involves providing cost-effective legal services to clients, offering flexible scheduling and the potential for remote work. Attorneys in this position...

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Posted On Aug 13, 26
Full-time 9 views Experience : 4-20 yrs required

related to mortgage banking, financial institutions, real estate, and... foreclosure law. The position offers a hybrid work environment, allowing for a flexible balance between in-office and remote essential legal documents, including pleadings, legal briefs, motions, appeals, and contracts for...

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