- Insight Global (New York, NY)
- …The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for ... completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a… more
- Springbrook (Oneonta, NY)
- …parents, staff, and outside parties as needed + Approving documentation such as RIA forms, outing requests, etc. + Leadership/manager training + Participate in on ... call rotation with program managers and perform duties of program managers + Participate in screenings and tours + In collaboration with clinical coordinator, assist with developing, reviewing, and/or approving IPOPs, service plans and residential goals and… more
- Deloitte (New York, NY)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +...Experience with tax technical research (eg, CCH, Hein, Lexis, RIA , etc.) + Experience with Federal or State and… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification +… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary ... documentation ( ie : RIA , QIB, 2111, AML Wolfsberg Questionnaire, Accelerated Onboarding Sheets...151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as,… more
- Cherry Bekaert (Albany, NY)
- …personal computers including spreadsheet software programs. Experience with ProSystem fx, CCH, RIA , and/or Engagement is a plus. **What you can expect from us:** ... + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you… more
- Bloomberg (New York, NY)
- …coverage, data delivery, technology and high touch client service model. **Bloomberg Risk & Investment Data Analytics ( RIA )** The Risk & Investment Analytics ... Product Manager - Risk & Investment Analytics - Market Surveillance Data Location New...to support look-through exposure monitoring, market trend analysis, and investment decisions. - Digital Asset Exposure - identifying direct… more
- Cengage Group (New York, NY)
- …software, preferred + Experience with tax research and tax research software ( RIA Checkpoint, CCH, BNA), preferred Cengage Group is committed to working with ... broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more