Top 1916 Planner Jobs in New York State

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
Executive Dir of Facilities Planning & Operations
Utica University —Utica, NY
- From $105,000 a year
- Weekends as needed
- Microsoft Word
- Background check
- Microsoft Excel
Product Development - Production Coordinator / Women's Fashion Company
Gretchen Scott Designs —Pelham, NY
- $40,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Shop Foreman / Production Manager
V&J Auto Body —Lindenhurst, NY
- From $115,000 a year
- Full-time
- 7 years
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Production Planner I
Gleason —Rochester, NY
- $65,000 - $85,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Tuition reimbursement
- Employee assistance program
Quick Apply
Senior Buyer / Planner
Current Applications, Inc. —Watertown, NY
- $47,500 - $49,900 a year
- Full-time
- 5 years
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Program Manager
Air Industries Group —Bay Shore, NY
- $85,000 - $95,000 a year
- Full-time
- Management
- Inventory management
- Customer service
- Health insurance
- Dental insurance
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Senior Merchandise Planner
Hudson Valley Lighting Group —Wappingers Falls, NY
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- Inventory management
- Merchandising
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Manufacturing Operations Manager
Kingdom Forestry Products —Syracuse, NY
- $62,500 - $90,000 a year
- Full-time
- Engineering
- Forklift
- Flatbed truck
- Paid holidays
- Health insurance
Quick Apply
Production Coordination Manager for Furniture Importer
Confidential —Brooklyn, NY
- From $66,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
General Manager — Light Manufacturing Company (Private)
Light Manufacturing Company —Bronx, NY
- $120,000 a year
- Full-time
- Background check
- Recruiting
- Business Administration
Quick Apply
Deputy Chief Operating Officer - Health Plan
MetroPlusHealth —New York, NY
- $300,000 - $325,000 a year
- Hybrid work
- 5 years
- Analysis skills
- Presentation skills
Quick Apply
Administrative Manager - Financial Planning Firm
Park Central Tax —Rochester, NY
- Full-time
- Mid-level
- Office
- Supervising experience
- Health insurance
- 401(k)
Quick Apply
9d
MASTER PLANNER
Power Drives Inc —Buffalo, NY
- $80,000 - $95,000 a year
- Full-time
- Office
- Master's degree
- Supervising experience
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Assistant Catering Manager
Uncle Gs Management Corp. —Levittown, NY
- $20 - $22 an hour
- Extended hours
- Hospitality
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
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
Quick Apply
Area Manager
Anheuser-Busch —New Windsor, NY
- $85,000 - $100,000 a year
- Overtime
- Bachelor's degree
- Organizational skills
- Experience equivalent to degree accepted
- Disability insurance
- Health insurance
Dentist Pediatric Experience New York (Upstate) - Top Rated Comp. Plan
PDS Management Services, LLC —Plattsburgh, NY
- $2,000 - $3,000 a day
- Full-time
- Dental office
- HIPAA
- Mid-level
- Health savings account
- Loan repayment program
Quick Apply
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
8d

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planner jobs near new york state

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 new york state

Estate Planning Paralegal

Executive Dir of Facilities Planning & Operations

Product Development - Production Coordinator / Women's Fashion Company

Shop Foreman / Production Manager

Production Planner I

Senior Buyer / Planner

Program Manager

Senior Merchandise Planner

Manufacturing Operations Manager

Production Coordination Manager for Furniture Importer

General Manager — Light Manufacturing Company (Private)

Deputy Chief Operating Officer - Health Plan

Administrative Manager - Financial Planning Firm

MASTER PLANNER

Associate Manager, Financial Planning

Assistant Catering Manager

Purchasing Planner

Area Manager

Dentist Pediatric Experience New York (Upstate) - Top Rated Comp. Plan

Sr Environmental Planner - Albany, NY

I want to receive the latest job alert for planner in new york state

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