- KeyBank (Buffalo, NY)
- …Change Memos when required. + Initiates and is accountable for fiduciary responsibilities for various monetary transactions and general ledger accounting including ... advances, payments, closing fees. Expert knowledge of procedures and policy's related to all requirements for funds movement. + Reviews executed documents and provides authorization to fund. Responsible for inputting the funding information into the LIQ… more
- NBT Bank (Syracuse, NY)
- …+ Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Investment Fiduciary (AIF) or similar designations desired + 7 Years experience in ... developing business and managing investment accounts Skills and Abilities: + Portfolio management experience, supervisory experience, proven judgment skills + Thorough knowledge of trust policies and procedures, trust law and terminology + Advanced knowledge… more
- Neuberger Berman (New York, NY)
- …This role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust ... the "Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth… more
- Farmingdale State College (Farmingdale, NY)
- …for Development and Alumni Engagement who serves as the chief advancement officer of the College and provides strategic leadership for fundraising and alumni ... to expand the College's visibility and influence. + Provide fiduciary oversight and support fundraising efforts of the FSC...+ Master's degree. + Experience as the chief advancement officer in a college or university setting. + Familiarity… more
- Robert Half Finance & Accounting (Akron, NY)
- …open purchase orders, and key performance indicators specific to the industry. * Fiduciary responsibilities as it pertains to the company 401(K) and Pension Plans ... all areas of insurance, not limited to property and casualty, umbrella, officer , etc. * Provide leadership in strengthening internal communications, creating, and… more
- Citigroup (Queens, NY)
- …+ Performs other duties and functions as assigned by the Chief Investment Officer (CIO), including reporting requirements on Risk, Compliance, Finance and Audit + ... 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… more