- Unum Group (Tallahassee, FL)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- H&R Block (Orange Park, FL)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- Wayfair (Sarasota, FL)
- …customers navigate through their design needs and purchases + Manage virtual and in-store design appointments (including preparation of design deliverables, product ... and ability to adjust focus. Compensation & Benefits: + Medical benefits, financial benefits, and a generous employee discount Assistance for Individuals with… more
- Paychex (St. Petersburg, FL)
- …well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption ... assistance, financial assistance, and much more. + We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resources, in line with L&D best practices. + Coordinates logistics for virtual and in-person programs, including scheduling, technology setup, and materials. + ... Systems (Workday preferred) + Office practices and data analysis skills + Financial services industry (preferred) **Skill in** + Strong written and verbal… more
- Ryder System (Coral Gables, FL)
- …and operational efficiency across IT operations and vendor relationships, serving as a financial advisor to IT leadership and acting as a liaison between ... forecast, and contract commitments. Identify variances and recommend corrective actions.Act as financial advisor to IT leadership and project teams + **Vendor… more
- HUB International (Fort Lauderdale, FL)
- …Specialist, Financial Wellness is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either ... + Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner + Provide marketing and sales support + Work with the wealth… more
- Truist (Coral Gables, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...coaching + Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training +… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...of Financial Advisor expenses. + Creates reports to… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more