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Associate Wealth Planner

New York,NY

1027 Associate Wealth Planner jobs in New York,NY

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Tax Associate – In-Store

Intuit

Staten Island, NY 10314

~ 41 min OnsiteBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
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Associate, Corporate Actions

BMO Financial

Jersey City, NJ 07305

Hybrid~ 22 minEducation AssistanceHealth InsuranceRetirement Benefit

  • Full understanding of end-to-end processing of the corporate action lifecycle, from announcement capture through to the final entitlement reconciliations
  • Daily liaison with trading desks, ops groups, accounts and institutional counterparties is needed to ensure the efficient processing of elections and entitlement setups
  • Daily monitoring and clearance of cash/stock reconciliations
  • Working with the team manager to fulfil year-end/mid-year reviews and individual goal setting
  • Able to adapt to future departmental projects. Projects include the integration of voluntary corporate actions processing into the new in-house entitlement tracking system (EnTrack) and the external vendor system.
  • Manage and monitor complex corporate action types that have a significant amount of risk associated.
  • Make independent decisions within established guidelines, procedures and Letter of Authority/authority levels in resolution/escalation of problems, including system, software and hardware failures.
  • Escalate all unresolved processing issues to the appropriate level, as the guidelines.
  • Develop initiatives to avoid repetition of operational issues.
  • Act as SME in Corporate Actions & Entitlements
  • Maintain key controls and review processes quarterly
  • Identify potential risk situations within the scope of work (e.g. risk assessments), make recommendations and/or escalate to senior management, where appropriate, and ensure contingency plans exist.
  • Contribute to the management of risk and minimize losses through monitoring and controlling various reports and taking appropriate actions, ensuring compliance requirements, audits and verifications are completed in accordance with Bank P&Ps.
  • 5+ years' experience in asset servicing
  • Minimum of 3 years' experience in a voluntary corporate actions' role
  • Within a Top/Mid-tier broker dealer or Bank
  • Strong AI proficiency with a demonstrated eagerness to learn and apply innovative solutions to enhance and optimize processes.
  • Undergraduate degree with a solid mathematics component, or an equivalent depth of knowledge via experience/training
  • Strong understanding of voluntary election arbitrage
  • Strong working knowledge of Canadian BPS, CDS, DTC and Microsoft office applications such as Excel
  • The ability to spot gaps, therefore risk, in the process, with the corresponding ability to provide workable solutions
  • A collaborative approach to working with teams in other geographical locations, for the running of BAU work as well as ongoing project work
  • Team player – We are a stable group with a high retention rate of engaged employees. This is to be fostered by following the group ethos of being candid, respecting others and showing diligence in all that we do
  • Solid understanding of business unit's risk and regulatory requirements
  • Work effectively with high volume of corporate action events that have deadline constraints
  • Project Management experience seeing implementations and integration of key systems.
  • System knowledge: BPS/ADP, Global One, Vendor Data sourced systems, IMatch, Global Frame Work, DTC, CDS/Okta and BNP Neolink, Co-Pilot-an asset
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Senior Associate, NYFS Real Estate

KPMG

New York, NY 10025

OnsiteHealth InsuranceRetirement Benefit

  • Minimum two years of experience with corporate taxation, REITs, consolidations and partnerships, and solid knowledge of ASC 740
  • Bachelor's degree, J.D., LL.M. in taxation and/or Master's in Taxation (MST) from an accredited college/university
  • Experience with partnership taxation
  • Excellent advisory and compliance skills
  • Excellent verbal and written communications skills and ability to articulate complex information
  • Ability to handle multiple engagements and client service teams
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Customer Service Associate I

Dollar Tree

Great Neck, NY 11026

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Mobile Associate, Bilingual Spanish - Retail Sales

T-Mobile

Elizabeth, NJ 07201

$20/hr
~ 32 min OnsiteChildcare AssistanceEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • High School Diploma/GED (Required)
  • 6 months of customer service and/or sales experience, Retail environment. (Preferred)
  • At least 18 years of age
  • Legally authorized to work in the United States
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New, Posted 18 hours ago
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Sales Executive- Employee Benefits

Marshall & Sterling

New York, NY

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Merchandise Associate

Home Goods

Parsippany, NJ 07054

$15.92-$16.42/hr
~ 45 min OnsiteFlexible ScheduleChildcare AssistanceEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • This position has a starting pay range of $15.92 to $16.42 per hour.
  • Accurately rings customer purchases/returns and counts change back to customer according to established operating procedures
  • Promotes credit and loyalty programs
  • Maintains and upholds merchandising philosophy and follows established merchandising procedures and standards
  • Accurately processes and prepares merchandise for the sales floor following company procedures and standards
  • Initiates and participates in store recovery as needed throughout the day
  • Maintains all organizational, cleanliness, and recovery standards for the sales floor and participates in the maintenance/cleanliness of the entire store
  • Adheres to all labor laws, policies, and procedures
  • Supports and participates in store shrink reduction goals and programs
  • Participates in safety awareness and maintains a safe environment
  • Other duties as assigned
  • Possesses excellent customer service skills
  • Able to work a flexible schedule to support business needs
  • Possesses strong communication and organizational skills with attention to detail
  • Capable of multi-tasking
  • Able to respond appropriately to changes in direction or unexpected situations
  • Capable of lifting heavy objects with or without reasonable accommodation
  • Works effectively with peers and supervisors
  • Applicants with arrest or conviction records will be considered for employment
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Lead Cook

Compass Group, North America

Harrison, NJ 07029

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Portfolio Manager Associate

City National Bank

New York, NY 10025

$92,114-$156,880/yr
OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Bachelor's Degree
  • Minimum 4 years of experience in Investment Management
  • FINRA Series 65, or the ability to obtain
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New, Posted 1 day ago
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Retail Sales Associate, Key Holder

DXL

East Hanover, NJ 07936

$16.92/hr
OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • High school diploma or equivalent (college/university degree helpful not required)
  • Demonstrates superior customer service techniques and experience with problem/ complaint resolution
  • Ability to lift up to 10 lbs. and move up to 50 lbs.
SmartExplore AI is experimental.
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