- ADP (NY)
- …on experience and need. Heavy focus on investment analysis and review of fiduciary responsibilities. This position is the face of Strategic Plan Services "SPS" to ... effectively develop and deliver investment training to sales, client service and fiduciary training to client investment committees. + Additionally, track dates of… more
- Bank of America (Buffalo, NY)
- …a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work ... experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. * Knowledge of fiduciary standards,… more
- Tompkins Community Bank (Mount Kisco, NY)
- …in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Raymond James Financial, Inc. (NY)
- …+ Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. + ... the Financial Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax ...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- Whitney Young Health Center (Albany, NY)
- …plan, union and other employee funds as required. Oversees filing of payroll tax reports and payment of employee benefits. + Directs preparation and reviews monthly ... oversee review of, and submit all federal, state and local corporate, and other tax returns and related reports, and ensure ongoing compliance with applicable tax… more
- Aston Carter (New York, NY)
- …and profit-sharing programs, in collaboration with third-party administrators and fiduciary advisors * Oversee employee benefits programs including health, dental, ... Group Life & AD&D401k & Profit Sharing (no waiting period for 401k)Commuter Benefits (Pre- Tax Parking/Transit)PTO - 2 weeks (3 after 5 years, 4 after 10) Time… more
- University of Rochester (Rochester, NY)
- …licensure and scope of practice, medical staff credentialing and privileging, tax -exempt organization rules and regulations, and/or graduate medical education. + ... governing boards and senior executives such as corporate governance and fiduciary duties, ethics, and legal compliance, and strategic transactions preferred. +… more
- M&T Bank (Buffalo, NY)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. + Participate in sales… more
- Tompkins Community Bank (Ithaca, NY)
- …interpret requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with ... and monitor accounts as follows: + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Truist (New York, NY)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more