• Securities Based Lending Risk Management - Lead…

    Wells Fargo (New York, NY)
    …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... with us and for advisors to support their clients. **Banking, Lending, & Trust ** **(BL&T)** unlocks access to Wells Fargo Bank products and services to… more
    Wells Fargo (08/30/25)
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  • Recovery Analyst

    City of New York (New York, NY)
    …program areas requiring budgeting action on cases. Within the Office of Liens & Trusts , the Division of Liens & Recovery is responsible for filing liens and ... Analyst, who will: - Manage the workflow and recovery process for supplemental needs trust cases by calculating and asserting the Medicaid claim. - Analyze the final… more
    City of New York (08/13/25)
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  • Private Client Specialist I - New York

    TD Bank (Melville, NY)
    …reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate ... competence executing tasks on required platforms (Private Banking, Investments and Trusts ) + Handles complex financial transactions where products and services are… more
    TD Bank (08/28/25)
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  • Fiduciary Tax Accountant

    Robert Half Finance & Accounting (New York, NY)
    …income tax returns and maintenance of accounts and records for various estates and trusts . + Preparation of estate and gift tax returns + Preparation of private ... to payment dates + Coordination of distributions to various trust beneficiaries + Arrange for payment of estimated taxes...for a quality Law Firm, Accounting Firm or Bank Trust Department + Knowledge of Tax Forms 1041, 709,… more
    Robert Half Finance & Accounting (08/13/25)
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  • Virtual Currency Senior Analyst (Financial…

    New York State Civil Service (Albany, NY)
    …exams, horizontal thematic reviews) of less complex BitLicensees, Virtual Currency Trust Company charters, and other DFS-regulated Virtual Currency entities, for ... reviews and supervision examinations of complex BitLicensees, Virtual Currency Trust Company charters, and other DFS-regulated Virtual Currency entities, for… more
    New York State Civil Service (06/03/25)
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  • Tax Professional

    Aston Carter (Red Hook, NY)
    …Responsibilities + Prepare tax returns for individuals, partnerships, corporations, estates/ trusts , and nonprofit organizations. + Manage bookkeeping and sales tax ... tax preparation for various entities. + Expertise in individual, partnership, corporate, estate/ trust , and sales tax. + Proficiency in consulting and accounting. +… more
    Aston Carter (08/28/25)
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  • Cyber Identity - Entra ID Specialist Master

    Deloitte (Rochester, NY)
    …the Microsoft Active Directory and Entra ID platforms. The team Enables trust and safety of online communications and digital products, protecting users, consumers, ... and operations. This should include designing and implementing Active Directory trusts and federation for organizations including integrations with applications for… more
    Deloitte (08/23/25)
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  • Mortgage Loan Underwriter Senior

    City National Bank (New York, NY)
    …to resolve more complex situations such as occur with LLC's, irrevocable trusts , and Co-operatives *Compensation* Starting base salary: $41.83 - $66.81 per hour. ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego,… more
    City National Bank (08/07/25)
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  • Mortgage Loan Underwriter Senior

    City National Bank (New York, NY)
    …to resolve more complex situations such as occur with LLC's, irrevocable trusts , and Co-operatives *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $41.83 ... - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we… more
    City National Bank (08/30/25)
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  • Banking Services Analyst II - Ipds

    M&T Bank (Amherst, NY)
    …M&T Bank Legal Counsel. + . Docus on Powers of Attorney, Trusts , Representative Payee, Estates, and Guardianships/Conservatorships in both the retail and business ... banking deposit space. + Maintain contact with and act as a liaison between M&T Bank Legal Counsel and Banking Services with respect to workload as assigned. + Assess M&T Bank forms for the purpose of determining whether any revisions are necessary by changes… more
    M&T Bank (08/29/25)
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