- Lincoln Financial (Albany, NY)
- …strong relationships, and ability to execute effectively. This is not a project manager role. **What you'll be doing** What you'll be doing * Provides specialized ... volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful...provide their social security numbers, date of birth, bank account information or other sensitive information in job applications.… more
- Neuberger Berman (New York, NY)
- …Group's Controllers organization, the Vice President role will report to the Head of Financial Control and will be responsible for a broad array of areas including ... Finance process improvements. The Vice President will work closely with all regional Financial Control teams, the Financial Planning & Analysis team, and the… more
- Comerica (New York, NY)
- …Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate ... direction; evaluates accounts for completeness and accuracy, monitors and submits account transactions for approval, drafts responses to incoming correspondence and… more
- WTW (New York, NY)
- …best investment ideas for our clients. Your work will involve following our manager research process to form views on investment strategies across asset classes. You ... strategy, liability hedging, portfolio construction, investment performance calculations, investment manager searches and selection, portfolio and investment manager… more
- Touro University (Valhalla, NY)
- …the clinical department's budget, processing personnel actions, overseeing various financial and operational tasks, and coordinating renovations and space planning. ... This role ensures efficient operations and financial management, supporting the clinical department's goals and objectives....Under supervision of CDA, serve as an expert budget manager , utilizing Banner Self-Service (SSB) and Tableau to oversee… more
- University of Rochester (Rochester, NY)
- …in an independent manner, accounting and administrative support while maintaining accurate financial records for the following departments: Social Work and Patient & ... Family Services; Financial Counseling and Central Registration; Financial Case...and SMH Environmental Services. Works directly with the Finance Manager to resolve any discrepancies. **ESSENTIAL FUNCTIONS** + Reconciles… more
- NBT Bank (New Paltz, NY)
- …the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers ... 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy...required at the discretion of the Branch and Market Manager . + 45% Provides a consultative customer service approach… more
- American Express (New York, NY)
- …supporting the US Consumer deposits business, including Amex Rewards Checking Account and American Express Savings Accounts offered through American Express National ... Qualifications:** + 5 years in Compliance or related activities within financial services industry, with demonstrated regulatory knowledge of and expertise in… more
- Robert Half Finance & Accounting (Rochester, NY)
- Description Nick Pignato is seeking a meticulous and experienced Bookkeeper/Office Manager to join our team based in Rochester, New York. In this role, you will play ... a crucial role in the financial management and integrity of our operations, ensuring accuracy...monthly close processes and communicate any issues. * Conduct account reconciliation activities to ensure accuracy and conformity with… more
- TD Bank (New York, NY)
- …of retirement framework including RMD tracking with Field, emergency attention to QYA account deaths, and IRA account opening process + Manages assigned ... 7, 24, 66 (or equivalent) FINRA Registrations + Comprehensive knowledge of financial management, retirement solutions and investments required + Financial and… more