- Neuberger Berman (New York, NY)
- …account administration. The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to prioritize and complete tasks ... + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, and Portfolio Management Teams to create comprehensive financial strategies… more
- Truist (Houston, TX)
- …description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance ... clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive...and planning group in that area. Keeps current on estate , tax and planning trends and their application to… more
- CBRE (Tampa, FL)
- …requests, problems to solve, and the scope of projects. + Track values of real estate and the potential for the development of properties. + Chip in to team goals ... become part of the global leader in commercial real estate services and investment that helps businesses and people...headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).… more
- Connecticut College (New London, CT)
- …commitments from individuals as well as charitable issues associated with tax and estate planning. The Director of Planned Giving is also an advancement officer, ... and professional ethics and practices. + Lead trust and estate management at the College for all bequest interactions....the process to secure complex gifts such as real estate and trust gifts. + Collaborate with finance staff,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …to prepare commercial loan documentation for all commercial loans including real estate and non-real estate secured loans. Communicates proactively with sales, ... search, UCC (Uniform Commercial Code) search, evaluation or real estate appraisal, environmental questionnaire, RSRA/Transaction Screens or evaluation (phase I/II),… more
- Caring Transitions (Great Neck, NY)
- …transition. We manage relocations and downsizing, we conduct online auctions and estate sales, and we perform environmentally friendly clean-outs. In this role, you ... moving, selling, donation or disposal. + Online auction or estate sale preparation and setup: + Grouping items into...auction platform + Attending auction pick-up days and in-person estate sales + Helping customers with their purchases +… more
- Pacific Program Management (Dallas, TX)
- …and employees. We are built to champion our clients' aspirations through real estate . When considering partnership, we strive to connect with those who share our ... contributions. We're building modern enterprise software for commercial real estate management, combining robust systems engineering with intelligent automation. Our… more
- CBRE (Concord, NH)
- …CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance. Our account ... is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported… more
- MTA (New York, NY)
- …s touching every department within the agency, including construction, real estate , procurement, human resources, program controls, intellectual property, media, and ... and claims , and change orders, as well as third-party real estate agreements and condemnation proceedings. In addition, the department provides legal advice… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and...have been living and breathing the world of real estate information and online marketplaces for over 37 years,… more