Full-Time Paraplanner / Admin Associate –Safety Harbor, FL
Ready 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 RMDs
- High 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
Administrator in Safety Harbor at MFP Financial Services
This position is listed as full time and onsite. It was posted 2 days ago.