Business Operations Specialist
2 weeks ago
Business Operations Specialist Opportunity
Are you meticulous and enthusiastic about the financial sector? A dynamic financial organization is seeking a Business Operations Specialist to enhance their expanding workforce. If you are committed to delivering outstanding client support and possess experience in managing essential documentation, we are interested in your profile. Become part of a firm that prioritizes both its employees and clients.
Key Qualifications:
- Preferred experience in handling new business documentation
- Intermediate to advanced proficiency in computer applications
- Proficiency in Excel is essential
- Familiarity with Annuity applications and transfers is advantageous
- Understanding of Tax Qualified and Non-Tax Qualified Accounts is preferred
- Experience with Brokerage and Life Insurance accounts is a plus
Essential Skills:
- Exceptional organizational abilities and attention to detail
- Capability to manage critical documentation independently
- Strong communication skills
- Self-motivated and process-oriented
- Ability to follow through on tasks
Core Responsibilities:
- Process applications submitted by financial Advisors
- Ensure the accuracy and completeness of all documentation
- Submit applications to relevant insurance and security agencies
- Follow up on outstanding applications
- Address and resolve issues related to applications
- Assist Advisors with their requirements promptly
- Perform additional duties as assigned
Compensation:
- Salary range of $45,000 - $55,000, commensurate with experience
Employee Benefits:
- Comprehensive Medical coverage
- 401(K) retirement plan
- Generous Paid Time Off
About Advisor Employee Services:
Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors across the nation in their recruitment needs. Be part of a culture that emphasizes client service and professional development.
-
Business Processing Specialist
1 week ago
Winter Park, Florida, United States Advisor Employee Services Full timeNew Business Processing Specialist OpportunityAre you meticulous and passionate about the financial sector? A dynamic financial organization is seeking a New Business Processing Specialist to enhance their expanding operations. If you excel in delivering outstanding client support and possess experience in managing critical documentation, we would like to...
-
Operations Specialist
2 days ago
Winter Park, Florida, United States GW&K Investment Management Full timeAbout the RoleThe Operations Specialist is a key member of the GW&K Investment Management team, responsible for ensuring the smooth operation of our investment operations. This role involves a range of responsibilities, including account setup and closure, reconciliation, discrepancy resolution, and data integrity.Key ResponsibilitiesAccount Management:...
-
Operations Area Specialist
1 week ago
Winter Park, Florida, United States FirstService Residential Full timeJob SummaryWe are seeking a highly skilled and customer-focused Operations Area Specialist to join our team at FirstService Residential. As a key member of our operations team, you will be responsible for providing exceptional customer service, ensuring the smooth operation of our properties, and maintaining a safe and secure environment for our residents...
-
Business Operations Manager
2 weeks ago
Winter Park, Florida, United States Listgrove Ltd Full timeOffice and Financial Operations ManagerLocation: USAExperience in a manufacturing setting is essential.Salary/Benefits: Competitive based on experienceAbout the CompanyListgrove Ltd is a leading manufacturer specializing in additives for polymers, cosmetic ingredients, and tailored solutions for various industrial and agricultural applications.Key...
-
Administrative Operations Specialist
2 weeks ago
Winter Park, Florida, United States Family First Firm Full timeJob OverviewThe Operations Coordinator is essential for maintaining the seamless functioning of our organization. This role involves overseeing various administrative responsibilities, managing vendor relationships, providing IT support, and ensuring effective communication across departments. A high degree of organization, problem-solving capabilities, and...
-
Administrative Operations Specialist
2 weeks ago
Winter Park, Florida, United States Family First Firm Full timeJob OverviewThe Operations Management Associate is essential for maintaining the seamless functionality of our organization. This role involves overseeing various administrative functions, vendor management, IT support coordination, and enhancing interdepartmental communication. The ideal candidate will exhibit exceptional organizational capabilities, adept...
-
Winter Park, Florida, United States Crimson Solutions Full timeAbout Crimson SolutionsCrimson Solutions is a leading provider of innovative IT solutions for the global travel industry. Our cutting-edge technology platform, Player-Hub, enables tour operators, travel agencies, and other tourism companies to efficiently aggregate and manage travel offers from various providers.Our MissionWe are committed to delivering...
-
Administrative Operations Specialist
1 week ago
Winter Park, Florida, United States Family First Firm Full timeJob OverviewThe Office Management Coordinator is essential in facilitating the efficient functioning of our organization by overseeing various administrative functions, managing vendor relationships, providing IT assistance, and enhancing interdepartmental communication. This role demands exceptional organizational abilities, adept problem-solving skills,...
-
Piping Specialist
6 days ago
Winter Park, Florida, United States Workskill Full timePiping SpecialistWe are seeking a dependable piping specialist to design, install, and maintain piping systems in both industrial and residential settings. The piping specialist will be tasked with analyzing blueprints, planning, installing, and maintaining piping systems along with associated equipment.To excel as a piping specialist, you should possess...
-
Client Acquisition Specialist
2 weeks ago
Winter Park, Florida, United States Advisor Employee Services Full timeClient Acquisition SpecialistAre you enthusiastic about the financial sector and skilled in managing essential client documentation? Our dynamic financial organization is in search of a meticulous and dedicated Client Acquisition Specialist to facilitate a seamless client onboarding experience from application submission to policy issuance. We value hard...
-
Automation Specialist
1 week ago
Winter Park, Florida, United States eTeam Inc Full timeAbout eTeam Inc.eTeam Inc. is a leading provider of innovative software solutions, and we're seeking a highly skilled Automation Specialist to join our team.Key Responsibilities:As an Automation Specialist, you will be responsible for:Designing and implementing automation tools to improve project efficiency using Python and PowerShell.Developing and...
-
Wealth Support Specialist II
3 days ago
Winter Park, Florida, United States Truist Full timeJob DescriptionJob Summary:We are seeking a highly skilled and experienced Wealth Support Specialist II to join our team at Truist. As a key member of our Wealth Support team, you will provide exceptional client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key...
-
Financial Operations Specialist
3 days ago
Winter Park, Florida, United States StoneX Group Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Analyst to join our team at StoneX Group. As a key member of our operations team, you will play a critical role in ensuring the accuracy and efficiency of our financial data and processes.Key ResponsibilitiesValidate financial data against third-party statements to ensure accuracy and...
-
Audio Control Specialist
2 weeks ago
Winter Park, Florida, United States SPANISH BROADCASTING Full timeAudio Control SpecialistWe are seeking a proficient Audio Control Specialist to become a part of our dynamic team at Spanish Broadcasting. In this role, you will be tasked with maintaining the technical excellence of audio for broadcasting programs. Your responsibilities will encompass managing control panels, overseeing program schedules, and aiding in the...
-
Senior Director of Business Operations
5 days ago
Winter Springs, Florida, United States AITC (Advanced IT Concepts) Full timeJob Description:The Executive Vice President of Operations will play a critical role in driving the growth and profitability of AITC (Advanced IT Concepts) by developing and implementing operational strategies that enhance service delivery, quality management, customer outreach, and process efficiency.Key Responsibilities:Oversee program operations and...
-
Credit Support Specialist
1 week ago
Winter Park, Florida, United States Hiregy Full timeJob SummaryWe are seeking a highly organized and detail-oriented Credit Support Specialist to join our team at Hiregy. As a key member of our Credit Department, you will be responsible for providing administrative support to our Credit Specialists and Credit Manager.Key ResponsibilitiesAdministrative Support: Manage all administrative tasks to support the...
-
Credit Support Specialist
2 days ago
Winter Park, Florida, United States Hiregy Full timeJob SummaryWe are seeking a highly organized and detail-oriented Credit Support Specialist to join our team at Hiregy. As a key member of our Credit Department, you will be responsible for providing administrative support to our Credit Specialists and Credit Manager.Key ResponsibilitiesAdministrative Support: Manage all administrative tasks to support the...
-
Automation Specialist
24 hours ago
Winter Park, Florida, United States eTeam Inc Full timeAbout eTeam Inc.eTeam Inc. is a leading provider of innovative software solutions, and we're seeking a highly skilled Automation Specialist to join our team.Key Responsibilities:Collaborate with cross-functional teams to design, develop, and implement automation tools using Python and PowerShell.Develop and maintain high-quality automation scripts to improve...
-
Tier 1 Support Specialist
3 months ago
Winter Park, Florida, United States Full Sail University Full timeIf you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that welcomes and values creativity, and a work experience that is both challenging and rewardingTier 1 Support Specialists...
-
CNC Machining Specialist
2 weeks ago
Winter Park, Florida, United States Randstad North America, Inc. Full timePosition OverviewRandstad North America, Inc. is seeking a skilled CNC Machining Specialist to join our team. The ideal candidate will possess extensive experience in manual milling operations, particularly with Bridgeport and/or Proto Trak machinery.Key ResponsibilitiesOperate and program CNC milling machines with precision.Ensure adherence to positional...