Administration jobs
EY Fiduciary/Trust & Estate Administration Services Manager United States, New York, New York
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Key Responsibilities
- Technical preparation and review of complex trust and estate accountings.
- Perform complex calculations and reconstruction when required.
- Research of state specific principal and income acts when needed.
- Responsible for managing client relationships and retaining client good will.
- Participate in weekly sales calls, and client presentations and business development meetings, when requested.
- Provide timely and effective responses to client needs and compliance requirements.
- Provide estimates for new accounting work and prepare all required documentation for new engagements.
- Build and maintain strong relationships with internal EY groups.
- Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
- Develop operational efficiencies to deliver timely high-quality services and work products.
- Contribute to a flexible, stable and team oriented working culture that fosters staff development.
- Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
- Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.
Skills and Attributes for Success
To qualify for the role, you must have
- Bachelor’s degree.
- CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
- 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
- Excellent technical fiduciary accounting skills.
- Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
- Experience working with family offices a plus.
- Demonstrated excellent interpersonal, analytical, and problem-solving ability.
- Excellent verbal and written communication skills.
- Experienced at reviewing IRS Forms 706, 1041 and K-1s.
Ideally, you will also have
- Understanding of complex investments and fiduciary tax.
- Understanding of trust structures and trust terminology.
- Ability to review and interpret trust agreements and estate planning documents.
- Strong management and leadership skills.
- Strong client interaction skills.
- Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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Bank Of America Loan Administration Specialist - GWIM Credit Operations United States, North Carolina, Charlotte
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Job Description:
Job Description:
- Primary responsibility is to prepare/review documentation in accordance with bank policies and procedures.
- Independently perform research and discuss loans with line partners with confidence and knowledge. Independently works with a range in complexity of documentation. Interfaces with company vendors, legal counsel and line partners to ensure world-class documentation accuracy.
- Maintain primary responsibility for accuracy of documentation, timely delivery of documents and elimination of controllable re-works. In all measurable categories maintains an acceptable level of errors.
- Assist Market Leader in the facilitation of team meetings, training and quality review when necessary
Responsibilities:
Review loan documentation in compliance with bank policies and procedures.
Independently research and discuss loan details with line partners, demonstrating confidence and subject matter expertise.
Loan bookings of varying complexity and ensure world-class accuracy.
Maintain responsibility for input loan bookings into SOR (System of Record) and minimize controllable rework.
Collaborate with Client Managers, Credit and Portfolio Officers, agency management, legal counsel, and internal support units to ensure seamless transaction execution
Minimum Qualifications:
Minimum 2 years’ experience with commercial and/or consumer loan documentation review.
Familiarity with GFS and Loan IQ systems.
Strong written and verbal communication skills.
Excellent organizational and multitasking abilities.
Detail-oriented with a high level of accuracy.
Proficient in Microsoft Word and Excel.
Ability to work effectively in a team environment, including with remote teammates.
Skills:
Attention to Detail
Legal Structures and Legal Forms
Oral Communications
Prioritization
Recording/Organizing Information
Written Communications
Data Collection and Entry
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Google Technical Program Manager III System Administration Google C... United States, Colorado, Thornton
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Minimum qualifications:
- Bachelor's degree in a technical field, or equivalent practical experience.
- 5 years of experience in program management.
- Experience with Linux system administration.
Preferred qualifications:
- 5 years of experience managing cross-functional or cross-team projects.
- Experience with Coding Python or Go.
- Experience with Network Operations.
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Google Technical Program Manager III System Administration Google C... United States, Colorado, Thornton
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Minimum qualifications:
- Bachelor's degree in a technical field, or equivalent practical experience.
- 5 years of experience in program management.
- Experience with Linux system administration.
Preferred qualifications:
- 5 years of experience managing cross-functional or cross-team projects.
- Experience with Coding Python or Go.
- Experience with Network Operations.
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Amazon Software Development Engineer II FGBS Administration United States, Washington, Seattle
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As an Amazon Software Development Engineer, you will solve unique and complex problems at a rapid pace, utilizing the latest technologies to create solutions that are highly scalable. You will find that there is an unlimited number of opportunities within Amazon, where developing your career across a wide range of teams is highly supported. We are committed to making your work experience as enjoyable as the experiences you’ll be creating for our customers.Role Overview
You should have a demonstrated ability delivering within a DevOps delivery model from scoping requirements, requirement analysis, design, development, test, CI/CD, security implementation, and operational excellence with the ability to work cross-functionally with Product Managers, business stakeholders and other tech teams through the actual launch of the project. You should also have experience in communicating with users, other technical teams, and management to collect requirements, describe software product features, and technical designs.Benefits
• Competitive salary and equity compensation
• Comprehensive health, dental, and vision coverage
• 401(k) plan with company match
• Paid time off and parental leave
• Employee discount programKey job responsibilities
• Design, develop, and maintain scalable software solutions that meet business requirements and customer needs
• Lead technical solutions from conception through deployment, including architecture decisions and implementation strategies
• Participate in full software development lifecycle, including requirement analysis, design, development, testing, deployment, and operations
• Collaborate with cross-functional teams including Product Managers, Technical Program Managers, and other engineering teams
• Mentor junior engineers and contribute to improving team's technical practices
• Write high-quality, well-tested code following best practices and coding standards
• Participate in code reviews and contribute to technical documentation
• Drive operational excellence through monitoring, troubleshooting, and continuous improvementA day in the life
Work/Life Balance
Work Environment
Mentorship & Career Growth
- 3+ years of non-internship professional software development experience
- 2+ years of non-internship design or architecture (design patterns, reliability and scaling) of new and existing systems experience
- Experience programming with at least one software programming language
Preferred Qualifications
- 3+ years of full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations experience
- Bachelor's degree in computer science or equivalent
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JPMorgan Securities Services - Private Equity Fund Administration Ass... United States, New York, New York
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As a Marketing Strategy Lead within Auto, you will develop, maintain, and track Awareness, Loyalty, and Conquest campaigns. You will leverage a variety of tactics, including paid channels such as search, social, direct mail, and events, as well as owned channels such as Chase digital platforms, email, and in-branch activations. You will work closely with external stakeholders, the OEM GM team, and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable volume at an efficient cost.
Job responsibilities:
- Work across the broad marketing team to communicate the marketing vision. Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy.
- Manage business cases and change requests through our in-house tools (Optima, AdTrax) and be comfortable presenting and reporting on progress.
- Work with the team on creative assets, targeting/touch strategy, and reading test results to inform recommendations. Bring partners along with new tactic launches in media, social, and search, as well as collaborate with internal teams on the Servicing and Lease-End communications campaigns.
- Create and maintain a marketing budget. Track and pay invoices for marketing vendors and agencies.
- Collaborate with JPMC firm leads to support the partner’s engagement with Private Banking, Wealth Management, and card partners.
Required qualifications, capabilities, and skills:
- Bachelor's Degree.
- 7+ years of experience in marketing, including direct-to-consumer and digital (including mobile).
- Marketing functional, technical, and operational knowledge.
- Experience creating and driving operational processes with attention to detail and a passion for flawless execution.
- Exceptional communication and executive presence.
- Ability to work independently as well as lead cross-functional teams.
- Strong project management, multi-tasking, and leadership skills.
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JPMorgan Securities Services - Private Equity Fund Administration Ass... United States, New York, New York
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
These jobs might be a good fit
Share
Key Responsibilities
- Technical preparation and review of complex trust and estate accountings.
- Perform complex calculations and reconstruction when required.
- Research of state specific principal and income acts when needed.
- Responsible for managing client relationships and retaining client good will.
- Participate in weekly sales calls, and client presentations and business development meetings, when requested.
- Provide timely and effective responses to client needs and compliance requirements.
- Provide estimates for new accounting work and prepare all required documentation for new engagements.
- Build and maintain strong relationships with internal EY groups.
- Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
- Develop operational efficiencies to deliver timely high-quality services and work products.
- Contribute to a flexible, stable and team oriented working culture that fosters staff development.
- Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
- Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.
Skills and Attributes for Success
To qualify for the role, you must have
- Bachelor’s degree.
- CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
- 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
- Excellent technical fiduciary accounting skills.
- Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
- Experience working with family offices a plus.
- Demonstrated excellent interpersonal, analytical, and problem-solving ability.
- Excellent verbal and written communication skills.
- Experienced at reviewing IRS Forms 706, 1041 and K-1s.
Ideally, you will also have
- Understanding of complex investments and fiduciary tax.
- Understanding of trust structures and trust terminology.
- Ability to review and interpret trust agreements and estate planning documents.
- Strong management and leadership skills.
- Strong client interaction skills.
- Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
