- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
- City National Bank (New York, NY)
- …services and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning , and insurance. ... with all risk areas. * Partner closely and effectively with the Credit/Operations, Trust , Wealth Planning and Portfolio Management teams through all established… more
- Oracle (Albany, NY)
- …Cloud ERP because we connect thousands of companies with enterprise products they can trust . This is your opportunity to use your experience with ERP/ERM/CX Sales & ... + Manage sales through forecasting, account resource allocation, account strategy, and planning + Provide insight on finance solutions linked to Oracle's product… more
- Truist (New York, NY)
- …events, and technology. 13. Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect. 14. May ... management experience 2. Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated… more
- Wells Fargo (Purchase, NY)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Tompkins Community Bank (Ithaca, NY)
- …field or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- City National Bank (New York, NY)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... + Maintain records of employee training interests for ongoing program planning . On-the-Job Training Support + Assist program managers and supervisors with… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... as assigned. Minimum Qualifications and Desired Skills: + Bachelor's degree* planning , economic development, public administration, business, or related field plus… more
- KeyBank (Tarrytown, NY)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...Experience working with high-net-worth clients. + Deep tax, investment, estate planning , business succession or fiduciary experience… more