- City National Bank (New York, NY)
- …management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- Hudson Valley Community College (Troy, NY)
- …students each year. The college is a recognized leader in career and transfer preparation, workforce training initiatives, distance learning and service to a diverse ... Bachelor's Degree and two (2) years of experience as an academic counselor/ advisor at the postsecondary level. Master's Degree and experience preferred. Pertinent… more
- Rensselaer Polytechnic Institute (Troy, NY)
- …support services to students in the School of Architecture, serve as Lead Advisor , and direct students' professional development in Architecture through a series of ... assessment matrices are current and integrated with Heliocampus. Maintain transfer student guidelines in line with NAAB policies. +...of student award recipients. + Serve as the primary advisor for the School of Architecture's The Arch program.… more
- Albany Housing Authority (Albany, NY)
- …compliance field as a lawyer, law clerk, policy analyst, confidential advisor /assistant, investigator or paralegal. *SPECIAL NOTE: Education beyond the secondary ... employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer , leaves of absence, compensation, and training. GENERAL COUNSEL… more
- City of New York (New York, NY)
- …o Providing technical assistance to the Department of Environmental Protection Technical advisor for FAD program modifications o Technical advisor for innovative ... methods to retain the FAD in the face of new challenges o Technical advisor on DEP plans and documents related to watershed management and the FAD - Identifying… more
- City of New York (New York, NY)
- …seniors, and social services. The Corporate Secretary reports to the Special Advisor for Corporate Governance and Audit. Responsibilities include, but are not ... and implement them accordingly to ensure compliance. - Coordination with the Special Advisor for Corporate Governance and Audit, serving as an advisor to… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth...and legally required documentation, ensures the full and complete transfer of assets, their cost basis, and the proper… more
- Ellis Medicine (Schenectady, NY)
- …implementation of discharge plan + Collaborates and makes referrals to physician advisor when unable to resolve issues with attending physician + Documents ... transfers to ensure compliance with all the discharge planning regulations and transfer policy + Provides guidance, support, and back-up to social workers on… more
- Diageo (NY)
- …risks, compliance and reporting. Purpose: The Tax Director & Counsel is a strategic advisor to the tax team and our customers, ensuring compliance with complex US ... The role is also primarily responsible for management of transfer pricing policy and issues within the NAM market,...VP Tax - Americas, the role is a strategic advisor to Global Tax and our customers, ensuring compliance… more
- City National Bank (New York, NY)
- …movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. ... and Sr. Investment Consultant. Monitor the process of the transfer , handle any potential issues with the transfer...trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the… more
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