Employee Services Director jobs in Orlando, FL

Employee Services Director directs the selection, design, and implementation of employee engagement programs geared to attract and retain employees and promote a healthy and productive work environment. Evaluates programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Being an Employee Services Director develops processes to analyze and assess program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Designs policies and procedures to promote efficiency and optimize administrative hours to control costs. Additionally, Employee Services Director researches and remains up to date with evolving changes in the employee experience space to identify areas to improve employee engagement and work experience. Requires a bachelor's degree. Typically reports to senior management. The Employee Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Employee Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Client Operations Administrator - Financial Firm - Winter Garden, FL
  • Advisor Employee Services
  • Winter, FL FULL_TIME
  • Client Operations Administrator
    The Client Operations Administrator at The Lifewealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.
    The Client Operations Administrator  requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

    Minimum Requirements:
    • Bachelor’s degree and/or related work experience
    • 1-4 years of experience in a client service role in financial services
    • Series 65 or FPQP certification is a plus
    • Proficient with Microsoft Office Suite
    • Proficient with CRM
    • Experience with investments and financial planning is a plus

    Key Skills:
    • Excellent communication skills (verbal, written, and listening)
    • Knowledge of Broker Dealer and Investment Advisory Regulations is a plus
    • Demonstrates personal integrity, honesty and can deal with confidential information daily
    • Ability to handle stress in an ever-changing investment market
    • Strong time management and organization skills
    • Ability to prioritize multiple tasks and anticipate potential problems
    Job Description:
    The role of this position is to engage and support the success of the Operations team by supporting the department in all aspects, including account opening/funding, client service and portfolio administration.
    Client Engagement:
    • Provides administrative support to the Operations Department with new business applications (including but not limited to investment applications, brokerage applications, annuity/insurance applications, and transfer of assets for account funding/policy issue
    • Responds to Client Service Request (Including address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)
    • Assist Operations department with RMD’s
    • Supports Operations department with implementation of investment allocations, and money movement
    • Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures
    • Quality Check and submit signed paperwork to custodian for processing
    Salary:
    $48,000 - $65,000/year
    Benefits:
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Vision insurance
    • Life insurance
    • PTO
    • Tuition Reimbursement
    Hours:
     Monday - Friday
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Operations Administrator  role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!The Client Operations Administrator  requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

  • 21 Days Ago

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Processor
  • Advisor Employee Services
  • Winter Park, FL FULL_TIME
  • New Business Processor Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL is looking for a strong...
  • 1 Day Ago

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Marketing and Event Coordinator - Financial Firm - Maitland, FL
  • Advisor Employee Services
  • Maitland, FL FULL_TIME
  • Marketing and Event Coordinator Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a st...
  • 4 Days Ago

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New Business Processor - Financial Firm - Winter Park, FL
  • Advisor Employee Services
  • Winter Park, FL FULL_TIME
  • New Business Processor Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL is looking for a strong...
  • 7 Days Ago

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Administrative Assistant - Financial Firm -The Villages, FL
  • Advisor Employee Services
  • The Villages, FL FULL_TIME
  • Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The...
  • 26 Days Ago

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Administrative Assistant - Financial Firm -The Villages, FL
  • Advisor Employee Services
  • The Villages, FL FULL_TIME
  • Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The...
  • 26 Days Ago

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0 Employee Services Director jobs found in Orlando, FL area

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Senior Director, Projects
  • Universal Orlando
  • Orlando, FL
  • JOB SUMMARY: Responsible for directing and managing all aspects necessary for the development of Major Attraction Projec...
  • 4/26/2024 12:00:00 AM

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Director of DevOps
  • Lumen Resources
  • Orlando, FL
  • We are looking for a DevOps Director who will establish a DevOps Center of Excellence in Application Delivery, focusing ...
  • 4/25/2024 12:00:00 AM

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Senior Director, Projects - Orlando
  • Universal Orlando
  • Orlando, FL
  • JOB SUMMARY: Responsible for directing and managing all aspects necessary for the development of Major Attraction Projec...
  • 4/25/2024 12:00:00 AM

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Nutrition Services Director
  • Encompass Health
  • Altamonte Springs, FL
  • The Nutrition Services Director plans, directs and coordinates the activities of the Nutrition Service Department for mu...
  • 4/24/2024 12:00:00 AM

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Director Therapy Operations
  • Encompass Health
  • Altamonte Springs, FL
  • The Director of Therapy Operations organizes, develops, directs, and supervises all aspects of Therapy Operations, which...
  • 4/24/2024 12:00:00 AM

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Geomatics Director
  • Vanasse Hangen Brustlin
  • Orlando, FL
  • Overview ABOUT THE POSITION VHB's Southeast Geomatics Team is looking for a Regional Geomatics Director. This position w...
  • 4/24/2024 12:00:00 AM

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Executive Director
  • BRIDGES OF AMERICA
  • Orlando, FL
  • Job Details Level Management Job Location THE ORLANDO BRIDGE - ORLANDO, FL Remote Type N/A Position Type Full Time Educa...
  • 4/24/2024 12:00:00 AM

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Director of DevOps
  • Lumen Resources
  • Orlando, FL
  • We are looking for a DevOps Director who will establish a DevOps Center of Excellence in Application Delivery, focusing ...
  • 4/22/2024 12:00:00 AM

Orlando (/ɔːrˈlændoʊ/) is a city in the U.S. state of Florida and the county seat of Orange County. Located in Central Florida, it is the center of the Orlando metropolitan area, which had a population of 2,509,831, according to U.S. Census Bureau figures released in July 2017. These figures make it the 23rd-largest metropolitan area in the United States, the sixth-largest metropolitan area in the Southern United States, and the third-largest metropolitan area in Florida. As of 2015, Orlando had an estimated city-proper population of 280,257, making it the 73rd-largest city in the United State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Services Director jobs
$159,228 to $251,327
Orlando, Florida area prices
were up 1.5% from a year ago

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The determination of whether a worker is an employee or a self-employed individual goes beyond who pays taxes.
December 12, 2019
Employers are responsible for deducting Canada Pension Plan (CPP) contributions, EI premiums, and income tax from remuneration or other amounts they pay to their employees. Employers must remit these deductions along with their share of CPP contributions and EI premiums, to the Canada Revenue Agency (CRA).
January 10, 2020
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You do not have to be a full-time, paid municipal employee to be considered a municipal employee for conflict of interest purposes.
December 08, 2019
Employee Services Director in Pueblo, CO
Based on our compensation data, the estimated salary potential for Employee Services Director will increase 16 % over 5 years.
February 18, 2020