- First Horizon Bank (New York, NY)
- …needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Maintain proper house-holding of relationships + Gather financials for ... educating the customer about financial strategies (eg Financial planning, investments, insurance , credit, market trends) based on customer profile and financial… more
- Walmart (Hamburg, NY)
- …customers, including processing and accurately dispensing prescription orders. + Counsel customers regarding healthcare and prescription medication needs. + ... : Enthusiasm for participating in community activities, outreach, and events. + ** Regulatory Compliance** : Commitment to following HIPAA and PHI guidelines. The… more
- Aston Carter (Syracuse, NY)
- …and update internal instruction guides on administrative procedures. + Interpret and counsel associates regarding policies and assist in auditing HRIS system data. + ... as a contact and liaison to HR-related resources, ensuring compliance with regulatory entities. + Provide onboarding support for new hires and prepare HR-related… more
- American Express (NY)
- …client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams ... related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations etc., using formal… more
- Citigroup (New York, NY)
- …a significant impact on the area through complex deliverables. It provides advice and counsel related to the technology or operations of the business and impacts an ... liaising and monitoring case renewals and record completion to meet regulatory benchmarks across all product and marketing levels.** **Work with stakeholders… more
- Envision Horizons (New York, NY)
- …non-disclosure agreements (NDAs), acting as the primary liaison with external legal counsel to mitigate risk and ensure compliance. + Risk Management: Develop and ... activities and contractual agreements adhere to relevant industry standards and regulatory requirements. Human Resources & Talent Collaboration + HR Partnership:… more
- KeyBank (Albany, NY)
- …of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust ... Management and Trust Opportunities as well as any other banking, lending or insurance needs + Fosters close business relationships to develop client loyalty and new… more
- Fluent (New York, NY)
- …verticals + Commitment to privacy-first data practices and full regulatory compliance + Dynamic, fast-paced, and collaborative culture with opportunities ... an open floor plan to drive collaboration + Health, dental, and vision insurance + Pre-tax savings plans and transit/parking programs + 401K with competitive… more
- Wellington (New York, NY)
- …including portfolio managers, fixed income traders, industry analysts, internal counsel , global relationship management, securities valuation team, and the ... inquiries timely, thoroughly, and accurately + Stay abreast of SEC and regulatory fair value requirements **QUALIFICATIONS** + 4-7 years of applicable industry… more
- Robert Half Finance & Accounting (New York, NY)
- …service providers, including fund administrators, auditors, tax advisors, and legal counsel , to maintain compliance and operational efficiency. * Support fundraising ... management company. * Manage tax planning and compliance activities to align with regulatory requirements. If you are interested in this role, please reach out to… more