- CUNY (New York, NY)
- …the annual budget for the Adult Continuing Education (ACE) department, including tax -levy, non- tax -levy, and grant funds. Forecast revenue and expenditures, ... reports - Develops and manages relationships in regard to fiduciary responsibilities with external institutions, including government agencies, corporations, and… more
- JPMorgan Chase (New York, NY)
- …Bank partners with foundation principals and decision-makers to preserve favorable tax status and manage administrative responsibilities. Our team, with decades of ... **Experience:** + Undergraduate degree required. + Preferred experience in fiduciary and investment operations, accounting, paralegal work, grant administration, or… more
- General Motors (Albany, NY)
- …and collaborate with GM Labor Relations, Human Resources, Policy, Legal, Tax , Finance, Treasury Operations and third-party administrators + Oversee daily operations ... to existing or new benefit programs + Ensure governance, compliance, and fiduciary responsibilities of benefit programs + Have a process excellence mindset by… 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 ... of trust policies and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to deliver new business development… more
- Adelphi University (Garden City, NY)
- …development and maintenance of policies and procedures, reporting, compliance, fiduciary controls, regular reconciliation and student information and communications ... of Adelphi University's financial aid applicant pool. Requests and reviews federal tax returns and other financial aid documentation for consistency with application… more
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