This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and o

Location 66 South Pearl Street Albany, New York 12207 1501 JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new cli

Responsible for performing mid complex commercial credit reviews to assist in the ongoing management of credit risk; achieving goals as established in the Department's annual review schedule; complying with operating policies and procedures established for the loan review function; communicating with appropriate personnel; maintaining appropriate records; and managing per

The FIU BSA Analyst I must be highly analytical and capable of conducting thorough investigations of potential money laundering, fraud, or otherwise illicit, or suspicious activities. The FIU BSA Analyst I must have strong writing skills and be able to draft concise and accurate reports that are filed with governmental agencies. Conduct investigations of financial crimes,

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

OneGroup Business Risk Specialist (Job ID 2733) Hours/Week 40 hours Location US NY Syracuse Minimum Pay Rate Relevant experience and education will be taken into consideration when determining actual starting pay rate. Summary Business Risk Specialists are outside sales professionals responsible for generating new commercial insurance sales as well as additional OneGroup

Vice President for Finance and Chief Financial Officer APPLY Join Our Team as Vice President for Finance and Chief Financial Officer Ithaca About Us At our esteemed university, we're dedicated to advancing knowledge, fostering creativity, and preparing future leaders. Our commitment to excellence permeates every aspect of our institution, and we're seeking a visionary lea

Direction 25% Contribute to the planning and development of local automated financial systems, finance policies, and action plans. Assist with development Association budgets. Recommend and create internal operating policies and procedures for administrative and accounting functions, seeking input from those affected. Assist with planning for staffing needs for finance te