- United Staffing Solutions (New York, NY)
- …a well-established, law firm who specializes in estate & trust administration, estate & wealth transfer planning , real estate , and more. The ideal ... Job Description Job Description PARALEGAL– LAW FIRM – ESTATE PLANNING United Staffing Solutions, a leader in the staffing industry is representing… more
- Trandon Associates, Inc (Uniondale, NY)
- …Law Firm is currently seeking a Legal Administrative Assistant to support very busy trust and estate planning and administration partner! Qualifications Need ... at least 1 year of legal experience Need experience with trusts and estates This role is fully in office. more
- Neuberger Berman (New York, NY)
- …with clients to provide wealth strategy services including wealth planning , trust and estate planning , philanthropic advisory and other relevant ... next generation. Identify opportunities to expand client relationships through holistic planning , asset allocation, and diversification. Ideally, but as a secondary… more
- NKSFB (Garden City, NY)
- …offices to handle tax work papers for their businesses, investments and estate planning entities. Prepare tax accounting adjustments and financial statements ... gathers and reviews client tax documents to prepare necessary individual, partnership, estate , corporate, and/or trust tax returns. The ideal candidate has… more
- The Caccomo Group LLC (Poughkeepsie, NY)
- …Business Needs Analysis Education Funding Investment & Advisory Services Trust Services/ Estate Analysis /Retirement Solutions/Employee & Executive Benefits ... supported by a network of specialists who together provide guidance on: Comprehensive Financial Planning , Asset & Income Protection Personal Planning Analysis/… more
- HSBC (New York, NY)
- …advisors, and legal professionals to deliver tailored insurance solutions that support estate planning , wealth preservation, liquidity creation and business ... + Collaborate with internal teams (wealth planners, investment specialists, credit, trust , operations) to deliver a seamless client experience + Educate business… more
- Rockefeller University (New York, NY)
- …Board of Trustees and volunteer groups,including The Rockefeller University Council,the Committee on Trust and Estate Plans,and the Women and Science and Parents ... other duties + Support W&S and other Development Office colleagues in the planning and execution of several events + Responsibilities include preparing reports and… more
- Security Mutual Life Insurance (Binghamton, NY)
- …provider of life insurance, accumulation products and retirement-, business- and estate - planning services for individuals, families and businesses. Our ... and our work environment reflects the Company’s core values of trust , respect and integrity. Federal & State Labor Law Posters:… more
- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** + Advise… more
- Wells Fargo (New York, NY)
- …work experience, training, military experience, education **Desired Qualifications:** + In depth trust and estate planning experience focused on the ... a client-facing capacity + Extensive knowledge and understanding of financial and estate planning , fiduciary/ trust , wealth transfer, leverage, multiple asset… more
