Top 166 Financial planning associate Jobs in Albany, Ny

Senior Investor Services Associate I
Ultimus Leverpoint Private Fund Solutions —Clifton Park, NY
- $60,000 - $80,000 a year
- Full-time
- Management
- Mid-level
- Office
Quick Apply
Child Care Center Director
Viking Child Care Center —Troy, NY
- $62,500 - $63,000 a year
- Full-time
- Microsoft Word
- Mid-level
- Preschool
- Health insurance
- Dental insurance
Quick Apply
2d
Warehouse Manager
Specialty Quality Packaging- A division of Kari-Out Company —Schenectady, NY
- $90,000 - $110,000 a year
- Full-time
- Bachelor of Science
- ERP systems
- Warehouse
- Health insurance
- Dental insurance
Quick Apply
12d
Associate Dentist
Aspen Dental —Schenectady, NY
- $200,000 - $250,000 a year
- Full-time
- Dental office
- Doctoral degree
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Internal Auditor
Global Empire LLC —Albany, NY
- $35 - $38 an hour
- Contract
- Microsoft Excel
- CPA
- Word processing
Quick Apply
12d
Task Force Hotel General Manager
Hampton Inn & Suites —Clifton Park, NY
- $80,000 - $85,000 a year
- Temporary
- Sales
- Hotel
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
Project Assistant
Terracon —Albany, NY
- $22.25 - $31.25 an hour
- Mid-level
- High school diploma or GED
- Driver's License
- Paid holidays
- Health insurance
Project Manager - Albany, NY
Stryker —Albany, NY
- $89,300 - $148,800 a year
- Full-time
- Mid-level
- High school diploma or GED
- Team management
- Health savings account
- AD&D insurance
5d
Public Information Specialist 1 (NY HELPS)
State of New York - Teachers' Retirement System —Albany, NY
- $78,669 - $115,477 a year
- Full-time
- Background check
- Master's degree
- Senior level
1d
Financial Services Examiner Trainee 1, NS
State of New York - Financial Services, Department of —Albany, NY
- $53,764 - $85,138 a year
- Full-time
- Background check
- Microsoft Outlook
- Data analysis skills
- On-the-job training
Practice Coordinator
Albany Medical Center —Albany, NY
- $54,690 - $82,035 a year
- Full-time
- Word processing
- Computer literacy
- HIPAA
Public Information Specialist 2, SG-23
State of New York - Financial Services, Department of —Albany, NY
- $86,681 - $109,650 a year
- Full-time
- Background check
- Office
- Master's degree
Audit Associate
Wojeski & Company CPAs —Albany, NY
- $62,500 - $85,000 a year
- Full-time
- Computer literacy
- Master's degree
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Associate Finance Director
GE HEALTHCARE —Niskayuna, NY
- $117,600 - $176,400 a year
- Microsoft Excel
- Oracle
- CPA
- Relocation assistance
- Health insurance
Cafe Associate
Sam's Club —Latham, NY
- $18 - $26 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Production Supervisor
Bimbo Bakeries USA —Albany, NY
- $66,600 - $86,600 a year
- Weekends as needed
- English
- Mid-level
- Microsoft Office
- Paid time off
- 401(k) matching
10d
Planner
LaBella Associates —Albany, NY
- $62,000 - $72,000 a year
- Full-time
- Writing skills
- Office
- Bachelor's degree
- Profit sharing
- Wellness program
Quick Apply
Practice Coordinator - Neurology Department
Albany Medical Center —Albany, NY
- $54,690 - $82,035 a year
- Full-time
- Hospital
- Word processing
- Computer literacy
Senior Finance Associate
Union College —Schenectady, NY
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Paid holidays
- Disability insurance

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Senior Investor Services Associate I

Ultimus Leverpoint Private Fund Solutions -
Clifton Park, NY

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Qualifications

Management
Employee relationship building
Team development
Bachelor's degree

Full Job Description

Responsibilities:

Respond to inquiries from investors, fund management and accounting staff
Input investor information in company systems and investor files
Review work of junior associates and other team members
Implement projects related to new legislation or other relevant department initiatives
Provide guidance and expertise to junior staff
Distribute offering documents on behalf of clients
Prepare and track private equity capital call and distribution notices
Review letters and database entries
Review and process subscriptions and redemptions of capital for existing documents and other legal documents pertinent to the fund
Maintain routine correspondence with fund management and investors
Distribute investor statements
Complete underlying investment documents for fund of fund clients
Prepare reports for fund management,
Prepare monthly summary report for fund management regarding new capital, additional capital and redemptions
Complete preparation as needed for the annual audit of funds
Distribute audited financial statements and K1 reports
Assist in completion of investor audit requests

Qualifications:

Minimum of a Bachelor’s degree, preferably in Finance or related field
3-5 years of experience in a fund administration or other financial services firm preferred
Proficient in Microsoft Office
Ability to assist in the development and training of staff
Ability to multitask ; excellent written and oral communication, organization, time management, planning and problem solving skills required
Ability to maintain positive working relationships with clients and co-workers
Ability to meet approved schedules and deadlines

Ultimus Leverpoint is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Quick Apply

Refine Your Search

financial planning associate jobs in albany, ny

Senior Investor Services Associate I

Child Care Center Director

Warehouse Manager

Associate Dentist

Internal Auditor

Task Force Hotel General Manager

Vacation Travel Advisor

Project Assistant

Project Manager - Albany, NY

Public Information Specialist 1 (NY HELPS)

Financial Services Examiner Trainee 1, NS

Practice Coordinator

Public Information Specialist 2, SG-23

Audit Associate

Associate Finance Director

Cafe Associate

Production Supervisor

Planner

Practice Coordinator - Neurology Department

Senior Finance Associate

I want to receive the latest job alert for financial planning associate in albany, ny

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