Top 1466 Financial systems Jobs in Albany Ny

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Specialty Pharmacy Technician - Albany, NY
Shields Health Solutions —Albany, NY
- $22 - $24 an hour
- 8 hour shift
- Microsoft Outlook
- Mid-level
- Analysis skills
- Paid holidays
- Paid time off
Quick Apply
Sr. Advisor or Director, Advanced Nuclear
New York State Energy Research —Albany, NY
- $147,952 - $206,043 a year
- Full-time
- 5 years
- Master's degree
- Analysis skills
Controller
Consumer Directed Choices —Albany, NY
- $115,000 - $155,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Pharmacy Liaison - Pharmacy Technician - Latham, NY
Shields Health Solutions —Albany, NY
- $62,353.20 - $64,000.00 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Hospital
Quick Apply
Sales Representative
New York Apple Sales, Inc. —Glenmont, NY
- Full-time
- 6 years
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
6d
Licensed Practical Nurse
Community Care Physicians —Latham, NY
- $26 - $33 an hour
- Full-time
- Urgent Care
- Mid-level
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
14d
Legal Billing Specialist
Heslin Rothenberg Farley & Mesiti P.C. —Albany, NY
- $24.00 - $26.45 an hour
- Full-time
- Mid-level
- Finance
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
1d
Regional Property Manager
The Vecino Group —Troy, NY
- From $80,000 a year
- Full-time
- 5 years
- Ability to climb stairs
- Real Estate License
- Health savings account
- Health insurance
Quick Apply
Housing Justice Staff Attorney, Tenant Defense
The Legal Project —Schenectady, NY
- $77,000 - $83,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Fair chance
- Paid parental leave
- Health savings account
Quick Apply
Branch Manager - Heavy Equipment
Joe Johnson Equipment USA —Albany, NY
- $90,000 - $112,000 a year
- Extended hours
- Microsoft Word
- Background check
- Mechanic experience
- Health insurance
- 401(k) matching
Quick Apply
13d
Special Agent, $40,000 Recruitment Incentive
The United States Secret Service —New York State
- $48,854 - $118,204 a year
- Full-time
- Pass drug screening
- Mid-level
- Driver's License
AGM
Courtyard by Marriott —Clifton Park, NY
- From $63,000 a year
- Full-time
- Hotel
- Supervising experience
- Budgeting
- Health insurance
- 401(k)
Quick Apply
1d
Director – IT Manufacturing, Supply Chain & Procurement
Momentive Performance Materials —Schenectady, NY
- $167,500 - $245,850 a year
- Full-time
- Computer science
- Computer Science
- Writing skills
- Paid parental leave
- Paid holidays
Quick Apply
Commercial Insurance Account Executive
NFP Corp —Albany, NY
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Maintenance Technician
The United Group of Companies, Inc —Clifton Park, NY
- $22 - $24 an hour
- Weekends as needed
- Ability to walk for extended periods
- Mid-level
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
2d
Special Agent - $40,000 Recruitment Incentive
United States Secret Service —New York State
- $47,562 - $115,079 a year
- Full-time
- Background check
- Pass drug screening
- Surgery
- Health insurance
- Paid time off
Senior Project Manager-HVAC
HT Lyons, Inc —Halfmoon, NY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Construction site
- Plumbing
- HVAC
- Opportunities for advancement
Quick Apply
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
Licensed Practical Nurse
Community Care Physicians —Latham, NY
- $26 - $33 an hour
- Full-time
- Urgent Care
- Mid-level
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
14d

I want to receive the latest job alert for financial systems in albany ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial systems jobs near albany ny

Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial systems jobs in albany ny

Estate Planning Paralegal

Specialty Pharmacy Technician - Albany, NY

Sr. Advisor or Director, Advanced Nuclear

Controller

Pharmacy Liaison - Pharmacy Technician - Latham, NY

Sales Representative

Licensed Practical Nurse

Legal Billing Specialist

Regional Property Manager

Housing Justice Staff Attorney, Tenant Defense

Branch Manager - Heavy Equipment

Special Agent, $40,000 Recruitment Incentive

AGM

Director – IT Manufacturing, Supply Chain & Procurement

Commercial Insurance Account Executive

Maintenance Technician

Special Agent - $40,000 Recruitment Incentive

Senior Project Manager-HVAC

Warehouse Manager

Licensed Practical Nurse

I want to receive the latest job alert for financial systems in albany ny

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected