8 document processor jobs found in Latham, NY

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. Key Responsibilities and Duties Manages time and resources efficiently and effectively Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash availability. Working in a team environment, grows book of business through identifying...

NY HELP Yes Agency Taxation & Finance, State Title Real Property Analyst 1 (NY HELPS) Occupational Category Other Professional Careers Salary Grade 18 Bargaining Unit PS&T - Professional, Scientific, and Technical (PEF) Salary Range From $66951 to $85138 Annually Employment Type Full-Time Appointment Type Contingent Permanent Jurisdictional Class Competitive Class Travel Percentage 15% Workweek Mon-Fri Hours Per Week 37.50 Workday From 8 AM To 4 PM Flextime allowed? No Mandatory overtime? No Compressed workweek allowed? No Telecommuting allowed? Yes County Albany Street Address 299 Old Niskayuna (Wade) Road City Latham State NY Zip Code 12110 Duties Description Under the general direction of the Real Property Analyst 2 or other higher level manager, the Real Property Analyst 1 in ORPTS Program Development will work as part of a team to support ORPTS central and regional offices. Activities include but are not limited to...

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. Deeply curious with a demonstrated ability to uncover the needs of the client. Giving and receiving constructive feedback are hallmarks of your character. Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. Takes tremendous pride in your knowledge of the investment...

Proposal Writer Location : This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Proposal Writer is responsible for leading and supporting the development of high-quality, compliant, and compelling responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and related requests. How you will make an impact: Creates standard proposal responses leveraging the core content repository; develops written solutions...

About the Role Responsible for leading a team of field service technicians in maintaining Canon/Oce products and services according to company standards and achieving the highest level of customer satisfaction. Your Impact Manages a team of technicians that support our hardware and software. Creates operating plans to achieve service business objectives of machine performance, revenue and expense control. Handles special projects as assigned. Works closely with Sales and Customers to achieve a high level of customer satisfaction. Addresses and resolves customer issues to achieve total customer satisfaction. Supports the policies and procedures of the department and company. About You: The Skills & Expertise You Bring Bachelor's degree in a relevant field or equivalent experience required, plus 7 years of related experience and management of typically two or more regular full-time employees (one of whom must be exempt)....

NY HELP Yes Agency Taxation & Finance, State Title Taxpayer Services Representative 1 (NY HELPS) Occupational Category Other Professional Careers Salary Grade 11 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $47695 to $58447 Annually Employment Type Full-Time Appointment Type Permanent Jurisdictional Class Competitive Class Travel Percentage 0% Workweek Mon-Fri Hours Per Week 37.5 Workday From 8 AM To 4 PM Flextime allowed? No Mandatory overtime? No Compressed workweek allowed? No Telecommuting allowed? No County Albany Street Address 299 Old Niskayuna Road City Latham State NY Zip Code 12110 Duties Description The Processing and Shared Services Bureau consists of the following units:- Document Imaging - Liability Correspondence - Return Data Management (RDM)- Returns Processing Center (RPC)- Returns Processing Center Support (RPCS)Under the supervision of a Taxpayer Services Representative 2 or...

NY HELP Yes Agency Motor Vehicles, Department of Title Automotive Facilities Inspector, G-16 and Various Languages or Trainee 1/2 (NY HELPS) - Albany County Occupational Category Skilled Craft, Apprenticeship, Maintenance Salary Grade 16 Bargaining Unit PS&T - Professional, Scientific, and Technical (PEF) Salary Range From $53764 to $76359 Annually Employment Type Full-Time Appointment Type Permanent Jurisdictional Class Non-competitive Class Travel Percentage 75% Workweek Mon-Fri Hours Per Week 37.5 Workday From 8:30 AM To 4:30 PM Flextime allowed? No Mandatory overtime? No Compressed workweek allowed? No Telecommuting allowed? No County Albany Street Address NYS DMV Vehicle Safety Field Services - Region 3 175 Sparrowbush Road City Latham State NY Zip Code 12110 Duties Description An Automotive Facilities Inspector Trainee investigates and seeks resolution of consumer complaints involving automotive services and periodically...

NY HELP Yes Agency Information Technology Services, Office of Title Administrative Specialist 1 (NY HELPs) - 10436 Occupational Category I.T. Engineering, Sciences Salary Grade 18 Bargaining Unit PS&T - Professional, Scientific, and Technical (PEF) Salary Range From $53764 to $85138 Annually Employment Type Full-Time Appointment Type Contingent Permanent Jurisdictional Class Competitive Class Travel Percentage 0% Workweek Mon-Fri Hours Per Week 37.5 Workday From 8 AM To 5 PM Flextime allowed? No Mandatory overtime? No Compressed workweek allowed? No Telecommuting allowed? Yes County Albany Street Address 31 British American Blvd City Latham State NY Zip Code 12110 Duties Description Within the Chief Information Security Office, the incumbent will coordinate administrative activities and provide support to CISO Executive level staff. Duties include, but are not limited to: - Manage the general administrative support activities...