-
Retirement Planning Associate
1 week ago
Equitable Advisors LLC Hartford, United StatesEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Re ...
-
Retirement Planning Associate
5 days ago
Equitable Advisors LLC Hartford, United StatesEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Re ...
-
Retirement Planning Associate
2 weeks ago
Equitable Advisors Connecticut, United StatesEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Re ...
-
HR Advisor
2 weeks ago
Lowe's Hartford, United StatesKey Responsibilities: · - Promotes the value of the HR function and focuses on delivering business outcomes by building collaborative relationships across the organization. Works closely with Leadership to align HR strategy with business plans and help implement within the specif ...
-
Operations Manager
2 weeks ago
DoubleTree by Hilton Hartford Downtown Hartford, United States**_Come for a JOB, stay for a CAREER._**: · **ABOUT US**: · At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We celebrate your successes, your strengths will be appreciated, and a place ...
-
Associate, Constituent Services
2 weeks ago
American Lung Association East Hartford, United StatesThe American Lung Association has an excellent opportunity for a Associate, Constituent Services. Working as a member of the Constituent Services department, you will join an outstanding group of professionals dedicated to our mission: to save lives by improving lung health and p ...
-
Body Shop Technician II
1 week ago
Penske Truck Leasing East Hartford, United States Full timePosition Summary: · Ready to move your career forward? As a Body Shop Technician with Penske, you'll perform diagnostic procedures and truck and trailer collision repairs, and with supervision some major suspension, electrical, painting and welding repairs too. All while enjoying ...
-
Associate Customer Success Specialist
2 weeks ago
Follett School Solutions LLC Hartford, United States**Position Overview**: · **Responsibilities**: · - Renewal Management:_ · - Handles all customer interactions during the renewal cycle from follow up on inquiries to modification of renewal quotes to delivery of the quote to assigned customers. · - Is accountable for ensuring eac ...
-
Security
1 week ago
Hartford Marriott Downtown Hartford, United States**_Come for a JOB, stay for a CAREER._**: · **Perks**: · Hotel discounts, same day pay, holiday pay, advancement opportunities · **ABOUT US** · At Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and eve ...
-
Junior Plant Scheduler
4 days ago
Quad Hartford, United StatesThe **Associate Plant Scheduler** is responsible for planning, monitoring, and adjusting the production schedule to maintain profitability, meet internal and external deadlines and ensure client satisfaction. · **Responsibilities**: · - Production Monitoring. Monitors and adjusts ...
-
Marketing/sales Associate
1 week ago
Pennswood Village Newtown, United StatesPennswood Village has an opportunity available for a full-time Marketing/Sales Associate. This position is responsible for conducting sales and marketing activities for our Senior Living Community. · **Primary responsibilities include**: · Perform lead-generating and lead-closing ...
-
Food Service Associate
4 days ago
Pennswood Village Newtown, United States**$15/hr.** · Full-time positions are offered: · - Single-only benefits cost $0 per pay · - Benefits on the first day of the month following hire date - including health, dental, and vision benefits · - Fully-paid life insurance and short-term disability insurance · - Tuition rei ...
-
Generative Ai Asset Owner
4 days ago
The Hartford Hartford, United StatesSr. Consultant, Asset Owner - GF07AE · We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join ...
-
Bdc General Manager
1 week ago
Lowe's Hartford, United StatesJob Summary: · The BDC General Manager has total responsibility for and oversees operations in a bulk distribution center. The purpose of this position is to direct a high performing team that is responsible for handling product safely, efficiently, and effectively as it moves th ...
-
Insurance Defense Paralegal
6 days ago
Matthiesen, Wickert & Lehrer, S.C. Hartford, United States**Paralegal Requirements and Qualifications** · - Associate Degree in Paralegal Studies or certification is a plus. · - Knowledge of Federal and state court civil procedure. · - Mediation preparation for personal injury claims and medical records a strong plus. · - Must be able t ...
-
Newtown, Pa Staff Associate
4 days ago
Young Life Newtown, United States**Summary** · Young Life's Staff Associate role requires a dynamic, vibrant personality that will lead Young Life ministries in area schools. This person is a self-starter with a high sense of drive and a missional mindset. They love the Lord and have a growing spiritual life out ...
-
Project Scheduler and Planner
4 days ago
EVERSOURCE Hartford, United States**Our Team** · We have an exciting opportunity to join our Transmission Project Controls team as a Project Planner & Scheduler located in **Manchester, NH, Westwood, MA, and Hartford, CT **. (multiple openings)** · As the Project Planner and Scheduler, the primary focus will be s ...
-
Center Aide
1 week ago
Telamon Corporation Hartford, United States***: · - Ensures the safety and security of the children in the facility and on the bus, promotes learning and development of children and assists teaching staff in planning and carrying out educational activities. May assist in the kitchen, with clerical duties or with custodial ...
-
Supervisor - Hartford Health Center
1 week ago
Froedtert Health Hartford, United States**Discover. Achieve. Succeed. **#BeHere** · *** · **Location: US:WI:HARTFORD at our CP-HARTFORD HLTH CENTER facility.*** · **This job is ON - SITE.** · **FTE: ** · **Shift: Shift 1** · **Job Summary**: · Under the direction of the department manager/ site director, supervises and ...
-
Full Time Veterinarian
18 hours ago
Lap of Love Newtown, United States Full timeLife is HAPPIER at Lap of Love Join Lap of Love as an In-Home, Associate Veterinarian in Newtown · Are you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you'd always envisioned by having generous appoint ...
Wealth Planning Associate - Hartford, United States - The Quest Organization
Description
Responsibilities include:
Support Relationship Managers on client relationships.
Serve as a key point of contact for day-to-day client service needs.
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
Review of bank and brokerage accounts on a regular basis.
Track investment portfolios consisting of individual stocks, hedge funds, other private investments, and loans.
Preparation of balance sheets and monthly/quarterly financial reports.
Process payments for income taxes, real estate taxes and other invoices.
Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
Support of tax preparation and coordination with outside accountants.Budgeting and cash flow planning for clients.
Administer charitable giving programs on behalf of clients.
Maintain notes and action items for internal CRM system.
Administrative duties including scanning, deposits, mail and delivery services.
Job Requirements & Qualifications:
Full-time position
Hybrid work schedule.
Bachelor's degree required.
3 years prior relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred)
Strong QuickBooks skills required.
Proficiency in all Microsoft Office programs, particularly Excel.
Excellent verbal and written communications skills.
Trust and estate and/or personal tax experience.
Self-starter and able to work independently.
Adhere to high confidentiality and fiduciary standards.
Strong attention to detail, accuracy, and the ability to organize, prioritize, and execute successfully in a fast-paced environment.
#J-18808-Ljbffr