- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding requests for all divisions of Mizuho + End to end onboarding ... 2111, AML Wolfsberg Questionnaire, Accelerated Onboarding Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor's organization… more
- World Insurance Associates, LLC. (Rochester, NY)
- …accounts + Engage in all sales and marketing tactics (with extensive corporate marketing support ) to move prospects through your funnel to closing + Track all sales ... but not mandatory, if you have: + Sold commercial insurance for a top broker . Based on your experience, World will enhance your expertise through the company's… more
- Broadridge Financial Solutions (Edgewood, NY)
- …dollar capital projects + Substantial experience concerning Facilities related support of M&As, Portfolio Location Consolidations, and Portfolio Location Disposals ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- SMBC (New York, NY)
- …including planning, testing, issue identification, workpaper review and reporting. * Provide support , coaching, and feedback to audit team which may include internal ... of applicable regulatory standards / guidance for a Bank Holding Company / Broker Dealers including Reg YY Liquidity requirements * Familiarity with Market Risk a… more
- Axis (New York, NY)
- …reinsurance portfolio, identifying areas for optimization and growth. **Client and Broker Engagement:** + Cultivate and maintain strong relationships with clients, ... + Collaborate with finance and actuarial teams to analyze financial data and support strategic decision-making. You may also be required to take on additional… more
- Broadridge Financial Solutions (Edgewood, NY)
- …to products in development or in production to ensure that the solutions best support the needs of existing customers and drive the value proposition to new ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- M&T Bank (Williamsville, NY)
- …necessary parties involved in closing a transaction, from the customer, broker , correspondent, settlement agent, loan officer, post-closing, loan delivery, mortgage ... instructional manual/materials. + Serve as senior member of staff to support Team Lead in answering questions, briefing peers on policy/procedure updates… more
- Tompkins Community Bank (Batavia, NY)
- …to customer account rounding and up selling opportunities + Provide administrative support as requested by Producers and other staff members + Additional duties ... college degree in related field or equivalent experience preferred + Licensed insurance broker or ability and willingness to obtain license within one year of… more
- Anywhere Real Estate (Brooklyn, NY)
- …condition feedback reports, and comparable reports + Provide leasing and administrative support to the Leasing Director daily + Develop relationships with local ... rentals daily Job Requirements: + Valid NYS Real Estate Salesperson or NYS Associate Broker License required + Experience in the rental market is preferred + 3 years… more
- Zurich NA (Albany, NY)
- …virtually but often requires nationwide travel where necessary. + Provide engineering support to underwriting teams and attend client/ broker meetings as needed. ... + Manage account risk portfolio and provide account level engineering to meet underwriting requirements. + Provide advanced casualty consultative services to customers, identify exposures with significant loss potential, investigate cause/effect of major… more