Legal Counsel Investment Management Jobs in Concord

... accounts. Be responsible for administration, management and servicing of assigned fiduciary ... servicing of assigned fiduciary and investment management accounts. Review account-related legal documents such as wills, trusts, .....

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..