- Raymond James Financial, Inc. (Locust Valley, NY)
- …concepts, practices and procedures used in the industry. + Principles of estate planning, trusts and securities industry operations. + Financial markets ... state. + Additional licenses or designations may be required as needed. This associate will be eligible for an annual discretionary bonus and monthly performance… more
- New York University (New York, NY)
- …Statistics * Applied Behavioral Finance * Communication for the Professional Engagement * Estates , Gifts, and Trusts * Financial Planning Analysis and Risk ... 20 graduate degrees, 14 bachelor's degrees for undergraduate students, four associate 's degrees, and a plethora of continuing education courses and credentials.… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …Department of Taxation and Finance (DTF), and the New York State Housing Trust Fund Corporation's Office of Financial Administration. + Assist with data accuracy ... other housing programs preferred. *Substitutions: four years of specialized experience or associate degree and two years of specialized experience may substitute for… more
- NYS Housing Trust Fund Corporation (New York, 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 ... of relevant experience. + Substitutions: four years of specialized experience or associate degree and two years of specialized experience may substitute for… more
- Bank of America (New York, NY)
- …in the consumer space with detailed knowledge of entity structure (Sole Prop, Estates , Trusts ) * Experience in any of the following areas: ... part of the annual certification activities, in addition the associate will be responsible for leading US and India...risk to the Bank. On a tri-annual basis this associate will be responsible for leading regulatory exam preparatory… more
- M&T Bank (Amherst, NY)
- …from M&T Bank Legal Counsel. + . Docus on Powers of Attorney, Trusts , Representative Payee, Estates , and Guardianships/Conservatorships in both the retail and ... standards. + Complete other related duties as assigned. **Education and Experience Required:** Associate 's degree and a minimum of 3 years' related experience, OR in… more
- Cherry Bekaert (Albany, NY)
- …practice, we have an excellent opportunity for a **Senior Associate (Consumer Compliance)** to join our team providing internal audit, ... power of the individual, keep reading. **As a Senior Associate , you will:** Work individually or as part of...Act (HMDA) + Community Reinvestment Act (CRA) + Real Estate Settlement Procedures Act (RESPA) + Fair Debt Collection… more
- TD Bank (New York, NY)
- …enhance and expand the overall relationship + Leverages the availability of Specialists (Taxes, Trust and Estate ) in an effort to interest the client in ... details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client… more
- M&T Bank (New York, NY)
- …services offered within Wilmington Trust Advisory - the others are trust estate planning, investment management and family office/governance services. Custom ... mm). Clients often have existing relationships with Commercial Banking and/or Wilmington Trust , however, Custom Credit also targets prospects for the development of… more
- Grant Thornton (New York, NY)
- The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private credit investments ... mezzanine, second lien) and non-bank lending exposures across real estate , corporate, and specialty finance sectors. + Support the...we believe in making business more personal and building trust into every result - for our clients and… more