Top 89 Planner Jobs in Clifton Park, 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
Purchasing Planner
Espey Manufacturing & Electronics Corp. —Saratoga Springs, NY
- $50,000 - $55,000 a year
- Ability to walk for extended periods
- Computer literacy
- ERP systems
- Health savings account
- Health insurance
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Events Coordinator
Tully Rinckey —Latham, NY
- $55,000 a year
- Full-time
- Marketing
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
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Sr Environmental Planner - Albany, NY
The LiRo Group —Albany, NY
- $120,000 - $150,000 a year
- Full-time
- Office
- Master's degree
- Analysis skills
- Health insurance
9d
Training Event Planner (R26-34)
Research Foundation for SUNY —Albany, NY
- $60,000 - $64,000 a year
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Disability insurance
- Dental insurance
Event Coordinator/Event Liaison
State of New York - Senate, NYS —Albany, NY
- $45,000 - $55,000 a year
- Email
- Background check
- Office
- High school diploma or GED
- Wellness program
- Health insurance
Operational Planner/Buyer - Latham, NY
Philips —Latham, NY
- $63,000 - $100,000 a year
- Full-time
- No experience needed
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Analyst - Work Planning
Avangrid —Clifton Park, NY
- $64,538.40 - $80,673.00 a year
- Microsoft Excel
- Data analysis skills
- Mid-level
- Opportunities for advancement
Planner
LaBella Associates —Albany, NY
- $62,000 - $72,000 a year
- Full-time
- Writing skills
- Office
- Bachelor's degree
- Profit sharing
- Wellness program
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Conference Planning & Education Coordinator
New York State Health Facilities Association —Albany, NY
- $26 - $33 an hour
- Overtime
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Continuing education credits
- Paid holidays
Quick Apply
6d
Transportation Planning Specialist
ICF —Albany, NY
- $61,232 - $104,094 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Production Manager
Atlas Copco Group —Voorheesville, NY
- $158,770 - $218,200 a year
- Office
- Analysis skills
- In-person
- Paid holidays
- 401(k)
Membership & Events Specialist
CAPITAL CFO+ LLC —Albany, NY
- $60,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
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Route Planning & Merchandising Specialist - Clifton Park, NY
Canteen —Clifton Park, NY
- $60,000 - $65,000 a year
- Full-time
- Background check
- Inventory management
- Merchandising
- Commuter assistance
- Paid parental leave
Quick Apply
13d
Promotions Event Support (Part Time)
iHeartMedia, Inc. —Albany, NY
- $16 an hour
- Part-time
- Driver's License
- Organizational skills
- Reliable transportation
- Health insurance
- Dental insurance
Event Services Coordinator
Legends Global —Albany, NY
- $62,500 a year
- Weekends as needed
- Microsoft Excel
- Computer literacy
- Mid-level
12d
Party and Event Host
Michaels Stores —Clifton Park, NY
- $16.00 - $18.80 an hour
- Part-time
- Merchandising
- Experience working with children
- Organizational skills
- Store discount
- Commuter assistance
Cell Leader
GE Vernova —Schenectady, NY
- $122,600 - $204,400 a year
- Full-time
- 5 years
- Pass drug screening
- High school diploma or GED
- Paid parental leave
- Paid holidays
PLANT MANAGER
Kari Out —Scotia, NY
- $175,000 - $195,000 a year
- Full-time
- Bachelor of Science
- Writing skills
- Engineering
Quick Apply
Community Events & Engagement Manager
Four Corners Legacy Law —Albany, NY
- $55,000 - $65,000 a year
- Weekends as needed
- Mid-level
- Business development
- Driver's License
- Mileage reimbursement
Quick Apply

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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

planner jobs in clifton park, ny

Estate Planning Paralegal

Purchasing Planner

Events Coordinator

Sr Environmental Planner - Albany, NY

Training Event Planner (R26-34)

Event Coordinator/Event Liaison

Operational Planner/Buyer - Latham, NY

Analyst - Work Planning

Planner

Conference Planning & Education Coordinator

Transportation Planning Specialist

Production Manager

Membership & Events Specialist

Route Planning & Merchandising Specialist - Clifton Park, NY

Promotions Event Support (Part Time)

Event Services Coordinator

Party and Event Host

Cell Leader

PLANT MANAGER

Community Events & Engagement Manager

I want to receive the latest job alert for planner in clifton park, ny

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