- Canandaigua National Bank & Trust (Syracuse, NY)
- Mortgage Loan Originator Canandaigua National Bank Location: Syracuse, NY What does a Mortgage Loan Originator do? Responsible for continuously soliciting, ... negotiating, underwriting, and coordinating the closing of residential mortgage loans in compliance with the Canandaigua Mortgage Company's lending policies and procedures; promoting business for the Canandaigua Mortgage Company by maintaining good customer… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our ... Possible Hybrid Workplace Opportunity New York State Homes and Community Renewal (HCR) is the State's affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. A Civil… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our ... Possible Hybrid Workplace Opportunity New York State Homes and Community Renewal (HCR) is the State's affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. A Civil… more
- Trinity Health (Albany, NY)
- …insurance professionals, CPAs, etc.) in developing charitable gift annuities, charitable remainder trusts , charitable lead trust , as well as other planned gift ... and confirmed estate gifts. In addition, oversee gifts from various forms of trusts managed by outside trustees. Track all gift annuity donors and annuitants and… more
- Deloitte (Jericho, NY)
- …of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate joint ventures and… more
- Neuberger Berman (New York, NY)
- **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The ... administrative and management oversight responsibility for fiduciary relationships for trusts , estates and investment management clients. + Day-to-day interaction… more
- GE Aerospace (Schenectady, NY)
- …and optimization). Ability to document the procedures/instructions. + Experience in AD trusts and maintaining AD sites and services. + Extensive knowledge of ... components. + Knowledge in Group Policy Management + Experience with AD Trusts + Strong knowledge of PowerShell/MS Graph + Knowledge about Kerberos Authentication,… more
- Robert Half Legal (White Plains, NY)
- …legal documents across various practice areas + Maintain accurate and accessible filing systems Trusts & Estates (T& E) + Assist in preparing wills, trusts , and ... estate planning documents + Support attorneys in estate administration tasks Real Estate Law + Prepare transactional documents for purchases and sales + Draft closing statements using Excel + Coordinate with clients and third parties to ensure smooth closings… more
- Robert Half Finance & Accounting (Elmira, NY)
- …and review complex Federal and state income tax returns for individuals, trusts , partnerships, and corporations. + Support tax planning initiatives by identifying ... on Federal individual tax issues, with occasional focus on trusts , corporations, pass-through entities, tax-exempt organizations, and state matters; summarize… more
- City National Bank (New York, NY)
- …of HNW and UHNW client facing materials in the areas of Estates and Trusts , Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on ... income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts * Demonstrable expertise in the use of financial modeling systems… more