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Administrative Law Assisted Living Facilities Aviation Law Bankruptcy, Creditors’ Rights & Workouts Business Financial Services Business Transaction, Mergers & Acquisitions Construction Transactions, Mergers & Acquisitions Financial Services Hospitals/Acute Care Facilities Labor and Employment Medical Malpractice Defense Premises Liability Public Finance Real Estate Transactions and Development Tax Law Trucking and Transportation Workers’ Compensation Defense.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Accounting and Recordkeeping: Maintain accurate records of trust and estate transactions, including financial transactions, asset valuations, and distributions. Collaboration and Coordination: Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals involved in trust and estate administration.
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Gather necessary financial information, calculate estate tax liabilities, and coordinate with tax professionals to ensure compliance with tax laws and regulations. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Marcum Technology has an immediate opening for a Financial Solutions Consultant to support and implement Sage Intacct as well as third party applications within our Digital Advisory technology stack.
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The Director of Finance and Accounting will act as a true business partner and advisor to the CEO and financial liaison between the Company, the parent organization, (MAPEI SPA), in all financial operations.
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Newtek's and its subsidiaries' business and financial solutions include: Banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.
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Chartered Financial Analyst (CFA) Preferred. The Sustainability Analyst will be responsible for coordinating several initiatives and for conducting ESG research and data analyses. The Sustainability Analyst will support the Company’s sustainability efforts, advising the Senior Director, Corporate Sustainability Strategy on relevant sustainability issues, emerging topics, and strategic opportunities to deliver the Company’s sustainability strategy, annual sustainability report, and program commitments.
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You should have prior experience in the AML/BSA space in an industry (for example, a financial institution) and/or regulatory capacity and proven research, analysis and writing skills. Requirements General knowledge in the BSA/AML space with industry experience working for a Financial Institution or regulatory body preferred.
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You have exceptional financial acumen, expertise in service, an impeccable eye for detail, a high level of professionalism, and can execute the standards of a 2-star Michelin establishment. The restaurant accomplishes all the traditions expected from a steakhouse, offering the finest cuts of premium beef and seafood complimented by a cutting-edge wine and spirits program, and using local farmers and purveyors to highlight the regions finest ingredients.
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We will give you the opportunity to grow towards gaining Board Certified Behavior Analyst (BCBA) with guidance and financial assistance Children and families are at the heart of our work, and we take care of the people who make all the difference - People like You.
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Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity.
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Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. · Build a client base and develop knowledge of Bankers Life financial products and market trends.
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financial job Company: Bankers Life in Boca Raton, FL
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