Estate planning jobs in Long Beach, New YorkCreate job alerts

Job Description Summary: This position provides support for start-up, development and on-going management of Elmcor’s Supportive/Affordable Housing department providing opportunities for low-income individuals and those with special needs, to improve their health, quality of life and maintain living in the community for as long as possible. Responsible for property management and housing development project management, reporting to funding sources, interfacing with consultants and tenants. This position reports to the VP of Operations and Housing development. Essential Duties and Responsibilities: Core duties and responsibilities include the following. Other duties may be assigned. • Assists the VP of Operations and Housing Development with managing property portfolios., • Execute lease agreements, including renewals and amendments., • Collect rent payments on time and manage late rent collections., • Address tenant concerns and complaints promptly., • Enforce lease terms and property rules., • Housing development projects; coordinates with architects, engineers, contractors, or other consultants as needed to ensure that construction/capital projects proceed according to schedule., • Maintain rent schedules and utility allowances for each property in accordance with funder guidelines., • Creates loss to lease, days vacant, delinquencies, and Combined Management Report and any other reports monthly and quarterly to ensure properties are maintaining optimal occupancy and revenue., • Assures documentation of maintenance and repair activities, contracted services, and custodial services, ensuring the physical operation meets budgetary and strategic objectives., • Tracks the scheduling and oversight of building and grounds upkeep and repair; for safety and security, electrical, plumbing, heating, air conditioning, and ventilation services 12. Coordinate industry-appropriate training opportunities for property management and emphasize the importance of cross-training for effective blended management and a commitment to high performance and continuous improvement. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: • Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully., • Technical Skills – Assesses own strengths and weaknesses; Pursues training and development opportunities., • Ethics – Treats people with respect; Works with integrity and ethically; Upholds organizational values., • Judgment – Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision making process., • Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently., • Quality – Demonstrates accuracy and thoroughness; Looks for way to improve and promote quality; Monitors own work to ensure quality., • Quantity – Meets productivity standards; Completes work in a timely manner, Works quickly., • Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternative plan., • Initiative – Volunteers readily; Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Participant Service – Manages difficult or emotional participant situations; Responds to requests for service and assistance; Meets commitments., • Oral and Written Communication – Speaks clearly, listens and gets clarification; Responds well to questions: Writes clearly and edits work for spelling and grammar., • Quality Management: Looks for ways to improve and promote quality, demonstrating accuracy and thoroughness. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: • BA/BS preferred or AAS in business, management, real estate development., • Minimum of 3 years of experience in working in either non-profit or for-profit housing development and/or property management. Experience with working with adults around mental health, substance use, and/or homelessness., • Must have strong computer skills., • Must successfully complete a criminal background check, obtain clearance from the Office of Children and Family Services and toxicology test. Other Skills and Abilities: • Responds to changes in work requirements, • Shows flexibility in changing of schedules as needed., • Be willing to take on additional responsibilities as requested., • Uses good judgment in bringing issues to the attention of supervisor., • Organizes tasks, manages time well and directs oneself., • Performs job tasks in a manner that does not result in negative audit reviews., • Provides appropriate notice for absences and late arrivals, and is not chronically absent or late., • Refers to and follows agency policy and procedures., • Responds to opportunities and requirements for skill development., • Demonstrates openness to input on work issues from supervisor and co-workers., • Meets productivity requirements for position., • Maintains a work focused atmosphere; shares techniques for increasing productivity., • Performs duties in a manner that expedites work requirements., • Manages time, adheres to deadlines and prioritizes tasks., • Reports potential safety hazards on agency property., • Uses good judgment in matters of safety and liability for which there may not be prescribed procedures., • Shares information only where the “need to know” exists., • Conversations are conducted with privacy in mind (information is not discussed in public areas)., • Demonstrates tact, courtesy, and helpfulness in relating to community agencies, coworkers, participants and other associates., • Responds to problems and conflict with solution-focused thinking., • Works effectively with people regardless of race, color, religion, gender, age, citizenship, marital status, disability, or national origin. Monday - Friday 10AM - 6PM, occasional weekends based on program/departmental need.

Job Description We are working with a prominent, regional firm seeking an Environmental Attorney with at least eight years of U.S. environmental law experience to join their Uniondale or White Plains office. The ideal candidate will will bring a strong background in environmental regulatory compliance and litigation, coupled with a strong background in commercial real estate transactions and land use and development. They will advise clients on federal and state environmental regulations (e.g., CERCLA, CAA, RCRA, ECL, SEQRA, NAV); represent clients in environmental litigation, permitting, and regulatory compliance matters; structure, negotiate, and close complex commercial real estate transactions, including acquisitions, leasing, and development; lead environmental due diligence for M&A and project finance transactions; draft and negotiate environmental provisions in purchase and financing agreements; manage permitting processes related to air, water, wetlands, and offshore infrastructure; support remediation and risk mitigation strategies for contaminated sites, including Brownfields redevelopment; collaborate with developers, sponsors, lenders, and attorneys to evaluate environmental risks and bankability; review and assess third-party environmental reports (e.g., Phase I/II ESAs); counsel on ESA compliance, land use law, utility commission processes, and habitat conservation planning; analyze title and survey documents for environmental restrictions and lender-related conditions; offer strategic insight on NYC Local Law 97, CLCPA, CCS projects, carbon markets, and energy transition initiatives; and collaborate with other practice groups on real estate, energy, land use, and infrastructure projects. The candidate must have extensive involvement with federal and state permitting, regulatory compliance, and transactional environmental issues; demonstrated experience supporting energy, infrastructure, or large-scale development projects; proven ability to work effectively across multidisciplinary teams and with multiple stakeholders; a strong understanding of environmental risk and legal frameworks impacting deal structure and finance; in-depth knowledge of NEPA, CEQA, CERCLA, RCRA, UIC, ESA, and relevant permitting regulations; expertise in drafting and negotiating complex environmental contracts and provisions; proficiency in analyzing technical environmental data and legal implications; the ability to manage legal timelines and coordinate with regulatory agencies and consultants; familiarity with carbon-related legal frameworks and environmental impacts in international infrastructure projects; and excellent communication and client service skills, particularly in high-stakes matters. A portable book of business is a plus, but not required. New York Bar admission is required. Admission to the Connecticut and/or Massachusetts Bar is a plus! The firm offers a competitive base salary commensurate with experience, and a wide array of benefits, including medical, dental, vision, life insurance, flexible spending accounts, long term disability, short term disability, and a 401(k) plan. In addition, they provide a collaborative and supportive work environment; encourage and support integrity, diversity, collaboration, and professional growth; and provide the foundation and support for their attorneys to succeed such as mentoring relationships, comprehensive training and continuing education opportunities, the ability to work directly with partners and clients, and recognition for contributions to the firm's success. To be considered, please provide a resume, and law school transcript. Writing samples or deal sheets and cover letters are not required but are appreciated. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax. Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory servi

Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax. Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional serv

URGENT NEED! Well established law firm looking to add paralegals to their growing team.Full benefits and competitive pay!.This Jobot Job is hosted by: Bryan Thompson.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $65,000 - $85,000 per year.Well es

Job Description Are you an experienced Property Manager ready to join our fantastic team of professionals? MMS Group is on the hunt for someone like YOU! Our property Managers are responsible for the overall operational and financial success of residential properties. They manage and develop team members for personal and professional growth to ensure high employee job satisfaction. MMS Group is seeking an experienced affordable housing Property Manager for a 400-unit residential property located in Hempstead, NY. Pay Rate: $100k/year Key Responsibilities: * Manage Property Operations: Oversee the daily operations of the property. * Rent Collection: Collect rent and other property fees from residents promptly. * Resident Relations: Address resident concerns professionally and efficiently. * Maintenance Support: Partner with the maintenance team to preserve affordable housing through preventive maintenance, timely repairs, and a highly organized make-ready process. * Budget Management: Work with your Regional Manager and corporate office to prepare and follow an operating budget, planning for community capital improvements, repairs, contract developments, and negotiations. * Accounting Oversight: Handle all accounting functions associated with the property, including processing invoices, managing evictions, and overseeing resident accounts and charges. * Staff Management: Hire, train, and supervise site staff to ensure high performance. * Property Inspections: Conduct regular property inspections to maintain standards. * Income Verification: Complete income verification to ensure eligibility with government regulations. * Additional Duties: Perform other duties as outlined in the job description. Desired Skills: * Independence: Able to work in a challenging environment with minimal direction. * Leadership: Strong leadership skills to manage and motivate your team. * Problem-solving: Solution-based thinking skills are highly valued. * Organizational Skills: Ability to work independently, organize tasks, manage time, and prioritize projects. * Communication: Excellent verbal and written communication skills Requirements: * Experience: Three+ years of residential multifamily property management or real estate management experience as a Property Manager. Minimum two years of affordable housing experience. * Education: Associate degree in Marketing and/or Business, preferred. * Knowledge: Experience with project-based Section 8, LIHTC, and other affordable housing programs and experience in Section 8 voucher submission, tax-credit. * Certifications: LIHTC Certification, preferred * Software Proficiency: Experience with RealPage OneSite or similar property management software. * Computer Skills: Proficient in Microsoft Office (Word, Excel, Outlook). About Us: For fifty years, MMS Group and its affiliates (Arco Management and TUC Management) have been dedicated to quality property management. Our growing portfolio exceeds 40,000 residential units and includes affordable housing cooperatives, subsidized rental properties, supportive housing, and conventional apartment buildings. Our clients include progressive building owners, governmental agencies, real estate entrepreneurs, financiers, not-for-profit organizations, and cooperative and condominium boards. While each community and client are unique, each share our singular commitment to excellence. Why join our Team? We invite you to join our growing team of dedicated professionals in a high-tech environment. We offer competitive salaries, benefits, and opportunities for growth and advancement through continuous training and education programs. Contact us today to see how you can achieve your MMS Edge. Perks and Benefits: MMS Group believes in a healthy work-life balance. Keeping our employees in mind, here is a list of a few benefits we offer: * Paid Holidays: 12 paid holidays per year. * Paid Time-Off: Up to 2 weeks PTO in the first year, increasing with tenure. * Healthcare Plans: Comprehensive Medical, Dental, and Vision plans are available after 60 days of employment. * Health Reimbursement Account: Up to $3K per calendar year. * Life Insurance: Company-paid life insurance. * Retirement Savings: Company-matched 401(k) retirement savings plan. * Certifications and Licensing: Company-paid certifications and licensing. * And much more! Are you the person we’re looking for? Apply now. Visit us at for more details! Equal Opportunity Employer

Job Description Status: Full-time, Monday – Friday (hours may vary) FLSA Classification: Non-Exempt Job Location: Far Rockaway, Queens NY Hourly Range: $27.47 - $32.96 Objective We are seeking a Housing Specialist for Lantern’s migrant family shelter. The Housing Specialist will be responsible for helping clients find permanent housing and become self-sufficient. Services will include assisting with orienting clients to the housing search process and training clients in how to conduct an apartment search, how to interview for an apartment, and how to complete housing applications. Additionally, the Housing Specialist will provide escorts to housing-related appointments and facilitate moving on by supporting clients with direct assistance during the final moving out phase. ESSENTIAL FUNCTIONS • Establish linkages and maintain solid working relationships with supportive housing providers, real estate brokers, managing agents, and landlords as a resource for clients., • Escort clients to various housing related appointments including but not limited to interviews, paperwork signings, move outs, and evaluations., • Assess client’s readiness and barriers to obtaining affordable permanent housing., • Provide supportive social services including interview prep, workshops, education, referrals, and escorting to prepare clients for successfully securing and maintaining permanent housing., • Prepare and assist clients with the housing application/interview process (i.e. HHA, CAPS)., • Provide accurate, complete, and timely documentation of the provision of supportive social services and client progression/regression toward the goals of securing permanent affordable housing., • Track, monitor, and report housing placement rates for all clients., • Attend housing related DHS meetings., • Monitor and assess client progression/regression in behavior and/or appearance., • Manage crisis intervention services and address all emergency situations as appropriate., • Attend interdisciplinary team meetings and case conferences as needed., • Participates in professional development activities such as in-service trainings, seminars, webinars, and conferences as needed., • A work schedule that includes evening hours. Assist clients in moving into permanent housing by providing support such as attending lease signings, assisting with applications for one-shot deals, providing moving assistance, etc., • Provides additional information and instruction on the skills required to secure and maintain permanent housing, such as how to create and maintain a household budget., • Participate in housing meetings, case conferences, staff meetings, and other meetings/trainings as assigned., • Documents all counseling, escorting, referral and discharge planning activities in client charts., • Provide comprehensive case management services to an assigned caseload., • Provide referrals for in-house and community-based medical, mental health, and supportive social services to assigned caseload as appropriate. REQUIRED QUALIFICATIONS: • High school diploma, G.E.D or high school equivalency is required, • 2 years experience related to housing application/placement functions, • Experience providing services to individuals with mental illness, substance use, chronic health conditions and/or homelessness., • Sensitivity to issues involved in working with a diverse organization., • Must have initiative, the ability to work well under pressure, and the ability to work both independently and as part of a team, • Strong communication and organizational skills. This job operates in a family-based shelter and works with a population who may experience mental illness, substance use, disability, HIV/AIDS, and other chronic illnesses. Physical Demands: While performing the duties of this job, the employee is regularly required to stand, walk, sit, stoop and/ or kneel. They must also use hands to type, handle, or feel. The employee is frequently required to talk or hear and must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Note: Lantern Community Services provides equal employment opportunities to all employees and applicants for employment. Lantern Community Services (Lantern) values the diversity of all our clients, staff, Board of Directors, and partners. By bringing diverse individuals and viewpoints together, we create more vibrant, healthy and just communities. Lantern welcomes individuals of all backgrounds and experiences regardless of race, ethnicity, national origin, color, sex, sexual orientation, gender identity or expression, age, marital status, political belief, pregnancy, religion, immigration status, veteran status, class, creed, mental or physical disability, and any other characteristic protected by federal, state, and local law.

Job DescriptionParalegal- Estate Administration Paralegal - Estate Administration Position Overview My client, a top ranked regional law firm is seeking a detail-oriented and motivated Paralegal specializing in Estate Administration to support their legal team. The ideal candidate will assist in the management of estate and trust matters, ensuring compliance with legal standards and providing exceptional service to our clients. Key Responsibilities • Assist attorneys in the preparation and filing of probate documents, • Conduct legal research related to estate and trust administration, • Draft and review estate planning documents and trust agreements, • Manage communication with clients, beneficiaries, and other stakeholders, • Organize and maintain case files, ensuring all documentation is accurate and up to date, • Prepare reports and summaries pertaining to estate matters, • Bachelor's degree or equivalent in Paralegal Studies or a related field, • Paralegal certification preferred, • Minimum of 2 years of experience in estate administration or related legal field, • Strong knowledge of probate and trust administration processes, • Excellent written and verbal communication skills, • Detail-oriented with strong organizational skills, • Ability to work independently and manage multiple tasks in a fast-paced environment - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/25/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning. Also develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and

Advanced knowledge in financial planning, portfolio construction, and trust & estate planning. As a Wealth Specialist at Capital Group,you'llserve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and e

Launch Your Career in Commercial Real Estate with Christie's International Real Estate – Commercial Division. Ready to break into the world of commercial real estate? At. Christie’s International Real Estate.

Bachelor's Degree and 2 years of experience in Commercial Real Estate OR High School Diploma or GED and 6 years of experience in Commercial Real Estate. Exposure to key loan Commercial Real Estate Lending loan documents. This position is responsible for managing, servicing, and developing Real Estat

Launch Your Career in Commercial Real Estate with Christie's International Real Estate Commercial Division. Licensed real estate agents interested in specializing in commercial property. Salespeople, marketers, or finance professionals with a passion for real estate.

Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning. Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking

Establish and foster relationships with other coordinators within the Leading Real Estate Companies of the World, HomeServices of America, and other Non-network brokerages to expand company exposure and facilitate referrals. Real estate or relocation background preferred.

Business Planning and Analysis - Facilitates ongoing business planning including strategy evolution, financials, workforce/talent and prioritization while identifying factors negatively affecting the division. Bachelor's Degree and 8 years of experience in Business Strategy, Financial Planning, Anal

Financial Planner Job Duties: Provide financial planning and investment advisory services. Develop and execute retirement planning. Implement risk management and tax planning strategies.

Demonstrated ability to assess a client's complete financial picture across investments, insurance, tax planning, education savings, and estate considerations. As a Financial Planner within Empower's dedicated services model, you will provide comprehensive financial wellness and retirement planning

The Manager, FP&A will focus on high impact projects and initiatives within the Financial Planning & Analysis (FP&A) function - including the preparation and development of operating and capital budgets, forecasts, short and long-term business plans (LRP), variance, and trend analysis.

MUST be a Site Manager to present in the Real Estate industry. Real/Estate- Residential, Commercial experience. About the company: A Family-owned real estate management company in Flushing, Queens, is searching for an on-site manager.

Real Estate Assurance practice, able to sit in a number of our offices. Experience with real estate clients.

MUST be a Site Manager to present in the Real Estate industry. Real/Estate- Residential, Commercial experience. About the company: A Family-owned real estate management company in Flushing, Queens, is searching for an on-site manager.

Establish and foster relationships with other coordinators within the Leading Real Estate Companies of the World, HomeServices of America, and other Non-network brokerages to expand company exposure and facilitate referrals. Real estate or relocation background preferred.

Amity Companies, LLC, a specialty real estate investment firm, has acquired or partnered on over 10,000 market rate and affordable housing apartments and executed a multitude of private equity and structured finance investments in companies that span the real estate spectrum, including those in affo

Planning, executing, directing, and completing real estate valuations for financial and corporate strategic buyers from a variety of industries, including manufacturing, energy, retail, hospitality, gaming, construction, non-profit, high-tech, and real estate. Serving as the day-to-day point person

Amity Companies, LLC, a specialty real estate investment firm, has acquired or partnered on over 10,000 market rate and affordable housing apartments and executed a multitude of private equity and structured finance investments in companies that span the real estate spectrum, including those in affo

Assist with event planning for the properties.

We are seeking an AssuranceManager to join the Real Estate Assurancepractice, able to sit in a number of our offices. Experience with real estate clients.

The Manager, FP&A will focus on high impact projects and initiatives within the Financial Planning & Analysis (FP&A) function - including the preparation and development of operating and capital budgets, forecasts, short and long-term business plans (LRP), variance, and trend analysis.

Leading the engagement team on the planning and execution of audits, reviews, and compilations for real estate clients including REITs, developers, real estate funds and property managers. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, t

Assist with event planning for the properties.

The ideal candidate will be responsible for driving end-to-end project accounting processes, ensuring accurate financial planning, execution, and reporting.

Estimator – Residential Remodeling.Commission Potential Total Pay: $150,000 – $300,000+.The Estimator is the first critical touchpoint in our design-build process, guiding homeowners from initial concept through a signed contract.You will translate client goals and field takeoffs into detailed s

Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement for real estate clients including REITs, developers, real estate funds, and property managers. REITs, developers, real estate funds, and property managers. Overseeing the day-to-day operatio

Estimator Residential Remodeling.Commission Potential Total Pay: $150,000 $300,000+.The Estimator is the first critical touchpoint in our design-build process, guiding homeowners from initial concept through a signed contract.You will translate client goals and field takeoffs into detailed scopes,

Their team of elite real estate leaders comprises highly-qualified, forward-thinking professionals with national expertise and local community insight, specifically serving the Nassau, Suffolk, and Queens markets. This is a part-time on-site role located in Woodbury, NY for a Real Estate Office Assi

Present prepared estimates for management to use in planning and organizing project budgets.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind.You can design a career you'll love from to

They're looking for a results driven administrative professional to join the team to support its Founder This role is a great stepping stone for someone who would like to get in to the Financial Planning space. Exposure to various online tools such as Charles Schwab or Salesforce is a plus Looking f

BA/BS in Finance, Real Estate, Business Administration, or related field. Strong understanding of real estate lending, valuation, and market analysis. Manage and monitor the performance of real estate loan portfolios, ensuring compliance with bank policies and regulatory standards.

Real Estate Agent Job Duties: Present purchase offers to sellers for consideration. Attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets.

A law firm is seeking a full-time Estate Planning Paralegal to join their team. Full-time role, must have prior paralegal experience working in estate planning. Handling all phases of estate administration,.

Leasing Agent Job Duties: Provides current and prospective residents with the best possible customer service to retain residents and lease properties.Discovers, engages, and advances each prosp

Support Core Planning Workstreams: Own and contribute to budgeting, quarterly forecasts, and long-range planning cycles. We are looking for a Financial Planning & Analysis Associate. We are looking for a high-performing FP&A Associate to help drive budgeting, forecasting, long-range planning

Plan details for travel including transportation, accommodation, and airlines.Work with clients to determine their traveling needs.Guide clients on the appropriate styles of transportation, travel dates, costs, and accommodations.Manage large-scale events including conferences and retreats.Book tran

Job Summary The Financial Planning & Analysis (FP&A) Manager (or Associate, depending on experience) supports the financial management and planning activities of the finance department. Key Responsibilities Lead the financial planning process, including budgeting, forecasting, and long-range

Assist in both leading and managing the Estate Administration department, including workflow oversight, strategic development, client communications, and mentorship of younger team members Manage caseload of technically complex and high-dollar estate matters across the State of New York and beyond A

Leap is looking for a Manager, Business Development and Real Estate who can drive new business and serve as a key face of the organization to our brand clients and real estate industry partners. Maintain up-to-date data for all prospects and accounts in Salesforce CRM, and leading new leads weekly t