- JPMorgan Chase (New York, NY)
- …JPMorgan consists of reading the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required ... When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan… more
- City National Bank (New York, NY)
- … OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... oversee the administration of the trust . You will assume the primary responsibility for the...counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- KeyBank (Syracuse, NY)
- …gifts + Provides estate planning ideas appropriate to situation + Understands estate taxation of assets held in trust , estate valuation rules, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- Chemung Canal Trust Company (Elmira, NY)
- …continuation or declination of application. + Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve ... section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees… more
- Neuberger Berman (New York, NY)
- …lifetime. **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to prioritize and… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …Management Solutions Department at BSNB! We are seeking a VP, Wealth Management Officer to work collaboratively with BSNB lines of business to identify new business ... financial solutions to high net-worth clients, focusing on investment management, estate planning, tax strategies, and holistic wealth preservation. VP, Wealth… more
- NBT Bank (Syracuse, NY)
- …(both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate inheritance and income ... net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of… more
- City of New York (New York, NY)
- …grants, and public subsidy), and ensuring close coordination with the Chief Project Officer , other Trust leadership and staff, NYCHA, other City agencies, ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...the development, appraisal, financing, negotiation, or disposition of real estate , or in real estate law, or… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …financing of multi-family affordable housing. Apply the laws relevant to Housing Trust Fund Corporation (HTFC), including the Public Authorities Law and Reform Act, ... Open Meetings Law, Private Housing Finance Law, and Public Officer 's Law to ensure compliance. Job Duties: + Assigned a portfolio of active finance and development… more