- Hantz Group (Southfield, MI)
- …Tax Strategy and Planning + Cash Flow Analysis + Debt Strategies + Estate Planning + Property and Casualty Insurance Hantz Trust Administrative Assistant: As ... so that they can focus on what's most important for their families. Company Areas of Focus: + Asset Management + Financial Planning and Retirement + Insurance +… more
- Paccar Winch Inc. (Renton, WA)
- …and accidental death and dismemberment insurance + EAP services including wellness plans, estate planning , financial counseling and more + Global Fortune 500 ... work directly with Materials professionals, gaining exposure and experience in material planning and analytics. + Learn first-hand from top industry professionals +… more
- Kestra Financial (Cranbury, NJ)
- …to clients on a wide range of issues, including retirement planning , tax planning , and estate planning + Actively participate in business development ... activities to build new client relationships and expand the Firm's network + Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues + Stay abreast of… more
- Navy Federal Credit Union (Pensacola, FL)
- …& People Analytics team is responsible for managing the staffing needs of the Real Estate division. The Capacity Planning & Intelligence team - members of the ... Overview The Real Estate Lending division has more than four thousand...by supporting the achievement of strategic goals through predicting, planning , & optimizing workforce needs. Our objectives: + Improve… more
- JPMorgan Chase (Jersey City, NJ)
- …and trouble-shoot a workflow that produces daily underlying data for Global Real Estate capital planning and execution tracking. Maintain and trouble-shoot a ... integrity, which is crucial in budget forecasting and capital planning . Responsible for analyses of our global real ...planning . Responsible for analyses of our global real estate portfolio to provide insights into the current and… more
- Manulife (CT)
- …and financial underwriting principles and practices. + In depth knowledge of unique estate , business and insurance planning tools and techniques. + In ... environment. + Keep current and up to date with changes in estate /insurance planning strategies. + Identify departmental problems, recommend solutions and… more
- Cherry Bekaert (Chicago, IL)
- …partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + Leverage ... transactions and related matters + Experience with complex individual tax compliance and planning ; estate tax compliance and planning are a plus **What you… more
- Sinclair Broadcast Group (Hunt Valley, MD)
- …and budget forecasts. + Generate reports and dashboards to support real estate strategy, financial planning , and compliance. + Coordinate with accounting, ... Leasing & Property Coordinator supports the Senior Director of Real Estate by providing organizational, analytical, and administrative assistance in all aspects… more
- Robert Half Finance & Accounting (Crowley, TX)
- …equity, and multi-asset class investing. * Comprehensive understanding of tax planning , estate structures, and intergenerational wealth strategies. * Proven ... comprehensive financial affairs of a multigenerational family, including investments, real estate , and coordination with external advisors. The ideal candidate will… more
- Charles Schwab (Pleasanton, CA)
- …for helping individuals and families with their financial goals, including retirement planning , charitable giving, estate planning , active investing or ... managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. **What you have** **Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A… more