- City National Bank (New York, NY)
- …teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate WHAT WILL YOU ... Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing of all… more
- TD Bank (New York, NY)
- …Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of Currency (OCC) ... industry knowledge for own area of expertise and participates in knowledge transfer within the team and business + Keeps current on emerging trends/developments… more
- Lumen (Albany, NY)
- …solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **Location** ... solutions. Must be able to build strong team relationships and easily transfer technical information. Ability to work under pressure with tight deadlines and… more
- Trustco Bank (Schenectady, NY)
- …of our legal team, the Associate Counsel will serve as a trusted advisor to internal stakeholders and external entities, ensuring Trustco Bank's adherence to ... but is not limited to, the following: * Hiring, placement, upgrading, transfer , demotion or promotion * Recruitment, advertising or solicitation for employment *… more
- Trustco Bank (Albany, NY)
- …processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines events and ... but is not limited to, the following: + Hiring, placement, upgrading, transfer , demotion or promotion + Recruitment, advertising or solicitation for employment +… more
- Merck (Albany, NY)
- …dairy data into actionable farm-level recommendations. You'll be a trusted advisor to producers and veterinarians, help shape product and technology adoption ... and marketing through customer visits, group presentations, scientific knowledge transfer , development of technical bulletins, webinars and other outreach… more
- CUNY (New York, NY)
- …Start Here, Go Anywhere. We strive to increase degree completion, successful transfer , career achievement, and service and leadership within our community, New York ... legal services to the College. * Serves as the principal legal advisor to the President, Cabinet, and administrators across the College, providing legal… more
- Guidehouse (New York, NY)
- …pursuit and closure of new consulting engagements + Building deep trusted advisor relationships with key Utility client stakeholders + Collaborating with senior ... by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from… more
- Lakelands Concrete Products, Inc (Lima, NY)
- …your future: * 401k Plan * Profit Sharing Plan * Access to a Professional Financial Advisor We care about your life outside of work: * Generous Paid Time Off * ... employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer , leaves of absence, compensation, and training. Rev. 02/2024.… more
- Deloitte (New York, NY)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... Direct tax experience such as corporate income tax, tax provision, operational transfer pricing and state income taxation. This includes experience with Oracle TRCS… more