Foreign Studies Advisor jobs in Orlando, FL

Foreign Studies Advisor assists and advises students looking to travel abroad for studies, employment, and volunteering. Plans and leads information sessions regarding overseas opportunities, registration, credit transfer, and financial aid. Being a Foreign Studies Advisor requires a bachelor's degree. Typically reports to a manager. The Foreign Studies Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Foreign Studies Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

A
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.

  • 20 Days Ago

A
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...
  • Just Posted

A
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...
  • 3 Days Ago

A
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...
  • 6 Days Ago

A
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...
  • 25 Days Ago

A
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...
  • 25 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Foreign Studies Advisor jobs found in Orlando, FL area

E
Financial Advisor
  • Evershore Financial Group
  • Maitland, FL
  • ARE YOU…? …tired of working for “big box financial”? …working with a limited number of products and services, finding yo...
  • 4/24/2024 12:00:00 AM

P
Independent Financial Adviser
  • Premier FutureGuard
  • Orlando, FL
  • Job Description Job Description Financial Services & Insurance Are you ready to take your Financial Service sales to the...
  • 4/24/2024 12:00:00 AM

F
Academic Advisor
  • Full Sail University
  • Winter Park, FL
  • If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunit...
  • 4/23/2024 12:00:00 AM

B
Enrollment Advisor
  • Boundless Learning
  • Orlando, FL
  • At Boundless Learning we are empowering our partners to deliver exceptional experiences that expand opportunities for le...
  • 4/22/2024 12:00:00 AM

P
HCM Implementation Consultant
  • PayTech
  • Orlando, FL
  • Note: Dayforce HCM implementation experience required. SUMMARY: The Human Capital Management (HCM) Implementation Consul...
  • 4/22/2024 12:00:00 AM

B
Enrollment Advisor
  • Boundless Learning
  • Orlando, FL
  • At Boundless Learning we are empowering our partners to deliver exceptional experiences that expand opportunities for le...
  • 4/21/2024 12:00:00 AM

E
Financial Advisor
  • Evershore Financial Group
  • Maitland, FL
  • ARE YOU? tired of working for big box financial? working with a limited number of products and services, finding yoursel...
  • 4/21/2024 12:00:00 AM

C
Leasing Consultant
  • CARROLL
  • Orlando, FL
  • Job Description CARROLL is now part of The RMR Group! If you love to help people, build relationships, plan events, and ...
  • 3/26/2024 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 Foreign Studies Advisor jobs
$44,668 to $57,983
Orlando, Florida area prices
were up 1.5% from a year ago