- Truist (New York, NY)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Deloitte (New York, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- S&P Global (New York, NY)
- …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... over 44 countries. Your remit will involve partnering and collaborating across senior leadership in People, Finance, Technology, and divisional business lines. You… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- Anywhere Real Estate (Buffalo, NY)
- …outstanding receivables for distribution for various types of receivables to senior management teams. Provides collection profiles, trends and analysis regarding ... monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more