- Truist (New York, NY)
- …limited to providing financial planning guidance in the areas of estate planning , estate administration, charitable, philanthropic, risk solutions, and ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …designed to ensure the efficiency and accuracy of transactions processed in trust , estate , investment management, custody, employee benefit and individual ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534...required throughout the bank. + Actively participates in strategic planning activities. + Maintains an active awareness of changes… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …(SME), Vendor, Statewide staff, and end-users. + Participate in the planning , organization, and implementation of activities related to Software (SaaS) utilized ... and Finance (DTF), and the New York State Housing Trust Fund Corporation's Office of Financial Administration. + Assist...of skills and backgrounds in public policy, administration, real estate , construction. finance, law, and many other areas of… more
- City National Bank (New York, NY)
- …Operate as main point of contact for all aspects of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, ... level and team level reporting duties. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts,… more
- Cherry Bekaert (Albany, NY)
- …Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts ... Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC… more
- City National Bank (New York, NY)
- …OPPORTUNITY? Responsible for the preparation of loan documents for commercial real estate and/or commercial construction loans, including new real estate ... time upon receipt of a draft RELAR/PCMF and credit memo. * Prepare real estate loan documents (ie, loan agreements, financing statements, notes, trust deeds,… more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... technical expertise and ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition event planning… more
- LinkedIn (New York, NY)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... the world works. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our… more
- Trinity Health (Albany, NY)
- …emphasis on developing planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of each ... advantages and describe how these gifts are beneficial components to financial and estate planning . Coordinate the creation and distribution of planned giving… more
- City of New York (New York, NY)
- …appraisal, financing, negotiation, or disposition of real estate , or in real estate law, or in urban planning or analytical or coordination work related ... and middle-income families - and special initiatives, including the Community Land Trust initiative, designed to ensure community stewardship of land and long-term… more