- Travelers Insurance Company (Albany, NY)
- …professionals. Typical claims may include professional negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. **What Will You Do?** + ... Follow operational policies to analyze, investigate, and resolve BSI claims of varying levels of severity with moderate supervision from claims management. + Prepare and present reports for management that accurately reflect loss development, potential/actual… more
- US Bank (New York, NY)
- …wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS ... will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and… more
- Whitney Young Health Center (Albany, NY)
- …+ Coordinates insurance contracting for general liability, auto, professional liability, fiduciary etc so that coverage is properly maintained and at the ... best value. + Ensures that there is adequate documentation of processes and cross-training of staff to carry on operations in the event of staff absences. + Stay abreast of regulatory and grantor changes and developments to ensure compliance with agency and… more
- NBT Bank (Syracuse, NY)
- …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... developing business and managing investment accounts Skills and Abilities: + Thorough knowledge of economics, markets (both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate… more
- JPMorgan Chase (New York, NY)
- …of markets and portfolio behavior to guide decisions that balance fiduciary responsibility, client outcomes, and innovation. Your responsibilities will encompass ... oversight in areas such as investment, liquidity, and counterparty risks, assessed through risk sensitivities, valuation, stress tests, and ad-hoc deep-dive analysis. This role demands a profound understanding of Fixed Income markets, products, and associated… more
- Citigroup (Queens, NY)
- …FINRA requirements, Investment Advisors Act, Regulation Best Interest, Reg 9/ Fiduciary requirements, Federal and state insurance regulations, with expertise in key ... Wealth Markets (Hong Kong, Singapore, Switzerland, UAE). + Proven ability to demonstrate a growth mindset and achieve results in challenging situations. + Track record of operating successfully in a complex and highly regulated business environment. +… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …+ Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary , and exempt organization tax returns + Review General Ledger and reports ... to assist in preparation of tax projections + Perform tax research and planning, as needed, to solve client's tax issues + Correspondence regarding tax notices, jurisdictional issues, and/or tax audits + Prepare closeouts for loan-out corporations and… more
- Adelphi University (Garden City, NY)
- …development and maintenance of policies and procedures, reporting, compliance, fiduciary controls, regular reconciliation and student information and communications ... associated with these programs. SALARY INFORMATION: In compliance with New York's Pay Transparency Act, the annual base salary range for this position is $57,000 - $59,000. Adelphi University considers factors such as departmental budgets, scope and… more
- Catholic Health (Buffalo, NY)
- …+ Serves as technical expert to group of peers + Knowledge of budget and fiduciary responsibility + Able to maximize influence and control for an optimal patient and ... family experience effecting outstanding patient satisfaction results WORKING CONDITIONS: ENVIRONMENT + Normal heat, light space, typical of most office jobs + Frequent exposure to one or more unpleasant physical conditions such as noise, noxious odors,… more
- City of New York (New York, NY)
- …financial support for their children. The Accounting Department is responsible for all fiduciary functions for OCSS ensuring child support payments are posted to the ... correct accounts and that the petitioners receive their child support payments in a timely manner. The Accountant II serves as the Accounts Coordinator supervising the Accounting Unit. Under the direction of the Director of Accounting, the Accounts Coordinator… more