- JPMorgan Chase (Rochester, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...degree required + Relevant years of experience in the trust and estates industry + Advanced degree… more
- Neuberger Berman (New York, NY)
- …support to a senior trust officer in the administration of trust , estate , and investment management accounts. **Responsibilities** + Participate in daily ... or related experience in the financial services industry + Experience in trust or estate administration is a plus (but not required) + Proficiency in MS… more
- Bank of America (New York, NY)
- …to deepen relationships, address issues, develop new business opportunities, and/or provide trust , estate , and wealth transfer planning insight. + Partner with ... a Trust Senior Associate (TSA) to deliver a...a Trust Senior Associate (TSA) to deliver a high level of service...+ years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and… more
- Bank of America (New York, NY)
- …grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration. + Responsible for increasing estate ... Estate Settlement Officer III Waltham, Massachusetts;Providence, Rhode Island;...required. Advanced degree or professional designation a plus. Non-licensed associate . **Responsibilities:** + Assigns tasks to the Settlement Assistants,… more
- City of New York (New York, NY)
- …State and City laws and regulations. Under the general direction of the Associate General Counsel or other supervising attorney, with wide latitude for independent ... Recovery Litigation Unit (SLRLU). The Senior Attorney will be assigned to the Estates and Medicaid Review team or the Supplemental Needs Trusts (SNTs) and… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …qualifications outlined below to be considered. This position is on the Housing Trust Fund Corporation (HTFC) payroll. HTFC was established as a subsidiary public ... This position will perform a wide range of personnel activities across Housing Trust Fund Corporation (HTFC), Division of Housing and Community Renewal (DHCR), State… more
- NYS Housing Trust Fund Corporation (New York, NY)
- …a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law and many other areas of expertise. We seek to ... awards. RHC operates within the New York State Housing Trust Fund Corporation (HTFC) and the Homeownership and Community...a team. ** 4 years of specialized experience or Associate 's degree and two years of experience may substitute… more
- NYS Housing Trust Fund Corporation (New York, NY)
- …a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law and many other areas of expertise. We seek to ... multiple CDBG-DR awards. RHC operates within the New York State Housing Trust Fund Corporation (HTFC) and the Homeownership and Community Development (HOCD) unit,… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law and many other areas of expertise. We seek to ... of related experience + Substitutions: four years of specialized experience or associate 's degree and two years of specialized experience may substitute for… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law and many other areas of expertise. We seek to ... Housing Choice Vouchers. + Substitutions: four years of specialized experience or associate 's degree and two years of specialized experience may substitute for… more
- TD Bank (New York, NY)
- …enhance and expand the overall relationship + Leverages the availability of Specialists (Taxes, Trust and Estate ) in an effort to interest the client in ... details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client… more
- Publicis Groupe (New York, NY)
- …and business services including finance, accounting, legal, benefits, procurement, tax, real estate , treasury and risk management to help Publicis Groupe agencies do ... opportunity to expand your knowledge and skills + Demonstrate admiration, respect, and trust for team members and acknowledges their contribution to the overall work… more
- Trustco Bank (Albany, NY)
- …with account administrators and investment advisors on daily tasks associated with estates , trusts and investment accounts, working with staff members on the ... factoring of mutual fund postings, working with trust administrators in the processing and filing of annual tax returns and various tax forms, assisting with IRA and… more
- Pacific Program Management (New York, NY)
- …and business across the US and Internationally. PPM is a fast-growing, real estate project and program management firm that helps companies reimagine their workspace ... together. Our teams embody our STIHL values of Service, Trust , Integrity, Honesty & Leadership in our everyday actions,...is a customer-facing representative for the clients' Global Real Estate and Facility Management team. They have an ability… more
- TD Bank (New York, NY)
- … Associate will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, ... May act as a subject matter expert to Client Associate team + Ensures those existing clients, where it...an exceptional client experience + Leverages and coordinates specialists ( Trust and Estate ) to provide interdisciplinary expertise… more
- New York State Civil Service (Buffalo, NY)
- …for searching title(s) to real property in New York State;OR an associate degree and two years of experience being primarily* responsibility for searching ... history of every change of ownership on a real estate property and any claims against the property, such...easements on the property, loans against it, deeds of trust , mortgages, liens, judgments, real property taxes, all sub-divisions,… more
- JPMorgan Chase (New York, NY)
- …and code of conduct. Support coordination of sales effort with Lending Advisors, Trust Officers and Wealth Advisors. Responsible for coverage of UHNW Asian clients ... the job offered or as Investment Specialist, Global Investment Associate /Officer, Financial Consultant, or related occupation. Skills Required: Requires experience… more
- Edward Jones (Island Park, NY)
- …to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward ... client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- UMB Bank (Albany, NY)
- …the bank- they do this by building relationships with internal stake holders, real estate agents and other partners that will refer them to their clients when they ... an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Brookfield Properties (New York, NY)
- …Requirements + Additional degrees that are preferred for this position include: Associate Degree in Property Management or Accounting/Bookkeeping. + 1-2 years of ... + Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. +… more