- Robert Half Finance & Accounting (Syracuse, NY)
- …estates. This role involves direct client interaction, document preparation, and estate/ trust accounting. In addition to their many other company benefits, this ... and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and review estate...income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and… more
- Tompkins Community Bank (Rochester, NY)
- …with complete wealth management services including planning, investments and trust services; lead wealth management business development efforts within the ... Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + Collaborate… more
- M&T Bank (New York, NY)
- …firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives ... revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new… more
- Mount Sinai Health System (New York, NY)
- …service to internal and external clients. Additionally, they will build trust and collaboration amongst the team by enhancing employee engagement, addressing ... public accounting firms, third-party auditors, and investigative parties. + Fiduciary responsibility for ensuring that compliance standards for providing accurate… more
- Highmark Health (Albany, NY)
- …cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals ... + Security industry organization participation/leadership (HITRUST, ISACA, InfraGard, ISC2, ISSA, etc.) **LICENSES AND CERTIFICATIONS** **Required** + None **Preferred** + Certified Information Systems Security Professional (CISSP) **OR** + Certified… more
- Trinity Health (Syracuse, NY)
- …that contribute to THS program short and long-term operational excellence. Provides fiduciary responsibility for RHM monthly outcome of FANS program profit and loss ... respectfully and directly. We are fully present. We are all accountable. We trust and assume goodness in intentions. We are continuous learners. **Our Commitment**… more
- Axis (New York, NY)
- …within specialized insurance sectors. The selected individual will also have exposure to Fiduciary Liability claims. **What Will You Do In This Role?** + Serving as ... The AXIS employee will cultivate a collaborative workplace atmosphere, fostering trust within the team. We believe in respectful challenges, presuming best… more
- City National Bank (New York, NY)
- …derivatives, fair valuation, investment strategy and selection, proxy voting, and fiduciary investments. * Provide credible challenge at committee meetings. * Manage ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego,… more