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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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Strong knowledge of probate procedures, trust administration principles, and estate tax laws. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred.
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Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications. 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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Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates. Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates.
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High ethical standards and commitment to the fiduciary responsibilities of a pension fund. Based in the New York City office, the Administrative Operations Officer provides confidential executive support for the Chief Investment Officer & Deputy Comptroller (CIO), and reports to the Director of Operations.
$118,722 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Health care/ERISA litigation, including claims for benefits, fiduciary duty breaches, provider disputes, fraud, and abuse and overpayment recoveries. The Jersey City office of a BCG Attorney Search Top Ranked Law Firm seeks a commercial litigation associate attorney with 5-7 years of experience.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Hybrid Workplace Free Food & Snacks Wellness Resources.
$185,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience providing legal advice and handling coverage and bad faith litigation arising under insurance policies for varied insurance products, like first party commercial property, commercial general liability, professional liability, executive products (D&O, EPL, fiduciary, etc.
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This unit reflects an integrated and holistic portfolio approach to managing risks at the corporate level by combining into one unit the fiduciary, environmental and social safeguards (ESS), safeguarding and PSEA regulatory risk management functions, with the aim of improving clarity, coherence, consistency, and effectiveness in risk management and safeguarding across the organization.
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The City of New York offers a comprehensive benefits package including health insurance for the employee and his or her spouse or domestic partner and unemancipated children under age 26, union benefits such as dental and vision coverage, paid annual leave and sick leave, paid holidays, a pension, and optional savings and pre-tax programs such as Deferred Compensation, IRA, and a flexible spending account.
$79.23 - $84.86Part-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Assist in conducting scheduled audits of each ICF, IRA and Family Care home in the DDS network to assure compliance with TSA, NYS and NYC policies, directives and laws. Assist in conducting unscheduled inspections of each ICF and IRA and Family Care homes in the DDS network to assure compliance with TSA, NYS and NYC policies, directives and laws.
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Expertise in fiduciary duties, board matters, SEC reporting requirements, and shareholder activism. 8+ years of experience in trusts and estates litigation, estate planning, and probate matters.
$1,500,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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PowerPoint, and Google Slides You're comfortable in a dynamic environment and can "roll with the punches" You're collaborative and a true team-player equipped with a voice you're not afraid to use it Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Work From Home Free Food & Snacks Wellness Resources.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated Today
ira fiduciary jobs in New York, NY
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