- BlackRock (New York, NY)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... to us for the solutions they need when planning for their most important goals **.** **Team Overview** The Client Contracting Team is a team of legal professionals sitting within Client Experience (CX) and is responsible for reviewing, drafting, and… more
- Farmingdale State College (Farmingdale, NY)
- …national stakeholders to expand the College's visibility and influence. + Provide fiduciary oversight and support fundraising efforts of the FSC Alumni Association ... as well as serve as ex-officio member of the FSC Alumni Association board. Foundation and Fiscal Management + Oversee the Foundation's financial planning and endowment management, ensuring strong fiscal stewardship and reporting accountability. + Work closely… more
- MTA (New York, NY)
- …Mutual Transportation Assurance Company. + Responsible for handling All Agency Fiduciary , Fidelity, and agency property insurance claims (Claims valued over $100 ... million are overseen by the Deputy Chief), and overseeing all other claims. + Responsible for handling FEMA claims, coordinating with internal personnel and stakeholders, and recording documentation and funding. + Represents the Deputy Chief at various… more
- New York State Civil Service (Albany, NY)
- …the creation and retention of jobs in New York, while meeting fiduciary responsibilities and utilizing program resources effectively.* As directed, engage and ... develop long-term working relationships with local, state, and federal resource partners.* Ensure effective coordination and integration of activities between ESD staff, Executive Chamber, agency specialists, and other public and private… more
- Travelers Insurance Company (New York, NY)
- …Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud ... Expense Reimbursement. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of… more
- Deloitte (New York, NY)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the… more
- Robert Half Legal (New York, NY)
- …obtain decrees with guidance); + Drafting petitions for judicial settlement of fiduciary accountings (candidates should be able to prepare petitions and accounts ... independently and obtain decrees with guidance); + Obtaining jurisdiction: serving process and submitting proofs of service (candidates should be able to obtain jurisdiction independently); + Ability to conduct intake of new clients and to communicate… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …with retitling assets and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and review estate and trust accountings + ... Support attorneys in estate settlements and audits + Communicate with clients via phone, email, video, and in-person meetings For immediate consideration, please apply to this job posting and contact Nick Corieri from the Syracuse branch of Robert Half.… more
- Comerica (New York, NY)
- …completing all other organization required compliance training. Stays current on fiduciary /tax/legal changes that effect a client's wealth plan or administration of ... accounts. Team Member Responsibilities Assists with the collection of data in support of projects which affect the broader business and improves efficiency of delivery of services to clients. Actively contributes to the team, providing feedback and best… more
- Citigroup (Queens, NY)
- …US Pension and 401(k) plans + Monitor funds closely, as part of the fiduciary responsibility, that have not performed as expected or engaged in activities that are ... not part of investment letter + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's and plans reputation and safeguarding plan assets, by driving compliance with applicable laws, rules and… more