Administrator

Posted 3 days ago

mfp financial servicesSafety Harbor (FL)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Full-Time Paraplanner / Admin Associate –Safety Harbor, FLReady to join a growing financial planning team and make an impact? We’re looking for a detail-oriented, proactive, and friendly Paraplanner/Admin Associate to help our team stay organized, support clients, and learn valuable financial skills—including RMDs!

What You’ll Do: Serve as a key point of contact for clients—answer questions and ensure timely follow-ups Process client forms and paperwork accurately Learn and assist with Required Minimum Distributions (RMDs)Keep our office organized and help the team run smoothly What You Bring 1–3 years of admin, client service, or financial support experience Strong organization and multitasking skills Excellent communication skills, both written and verbal Microsoft Office proficiency (Excel, Word, Outlook)High attention to detail and a proactive attitude Willingness to learn financial processes, including RMDsHigh school diploma required; associate/bachelor’s degree preferred Why You’ll Love This Job Full-time, stable schedule Learn specialized financial skills and grow your career Supportive, collaborative team environmen

Job Type: Full-time

Benefits: Financial planning services Paid time off Retirement plan

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