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Work with the LeFrak ED and stakeholders (students, including LeFrak Student Ambassadors, staff, faculty, administration, funders) to ensure short- and long-term feedback and changes that are responsive to the financial wellness needs of the community.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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Basic QualificationsBachelor's degree in Marketing, Advertising, Business Administration or other related field8 to 10+ years relevant experience in marketing with strong focus in digital marketing, consumer marketing, B2B marketing, marketing research and analytics.
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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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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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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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Strong knowledge of probate procedures, trust administration principles, and estate tax laws. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries.
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Provide updates on the status of estate or trust administration proceedings. Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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This position will work collaboratively to support the Enrollment Management leadership team and campus partners (Information Technology, Financial Aid, Provost Office, Institutional Research, etc.
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Each ENT and Allergy Associates clinical location provides access to a full complement of services, including General Adult and Pediatric ENT, Voice and Swallowing, Facial Plastics and Reconstructive Surgery, Disorders of the Inner Ear and Dizziness, Asthma, Clinical Immunology, Diagnostic Audiology, Hearing Aid dispensing, Sleep and CT Services as well as advanced Immunodeficiency trials.
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Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates. Responsibilities: Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries.
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Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Prior experience working as a paralegal in trust and estate administration preferred.
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Conduct research on cutting edge technologies in AI/BI/ML/NLP, alternative data, FinTech, high performance computing (e.g. GPU, quantum computing) to discover the potential opportunities to the business applications.
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Bachelor's Degree in Math, Accounting, Economics, Statistics, Business, Risk Management, or a similar field which demonstrates an affinity and talent for quantitative analysis. This role is a member of the AXIS Casualty actuarial reserving team and assists in performing and enhancing quarterly reserving analyses for both insurance and reinsurance business.
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