Administrator
MFP Financial Services · Safety Harbor, Florida, United States
FULL TIMEpermanent
Job Description
Full-Time Paraplanner / Admin Associate –Safety Harbor, FL
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
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 DoServe as a key point of contact for clients—answer questions and ensure timely follow-upsProcess client forms and paperwork accuratelyLearn and assist with Required Minimum Distributions (RMDs)Keep our office organized and help the team run smoothly
What You Bring1–3 years of admin, client service, or financial support experienceStrong organization and multitasking skillsExcellent communication skills, both written and verbalMicrosoft Office proficiency (Excel, Word, Outlook)High attention to detail and a proactive attitudeWillingness to learn financial processes, including RMDsHigh school diploma required; associate/bachelor’s degree xzbcwsv preferred
Why You’ll Love This JobFull-time, stable scheduleLearn specialized financial skills and grow your careerSupportive, collaborative team environmen
Job Type: Full-time
Benefits:Financial planning servicesPaid time offRetirement plan
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
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 DoServe as a key point of contact for clients—answer questions and ensure timely follow-upsProcess client forms and paperwork accuratelyLearn and assist with Required Minimum Distributions (RMDs)Keep our office organized and help the team run smoothly
What You Bring1–3 years of admin, client service, or financial support experienceStrong organization and multitasking skillsExcellent communication skills, both written and verbalMicrosoft Office proficiency (Excel, Word, Outlook)High attention to detail and a proactive attitudeWillingness to learn financial processes, including RMDsHigh school diploma required; associate/bachelor’s degree xzbcwsv preferred
Why You’ll Love This JobFull-time, stable scheduleLearn specialized financial skills and grow your careerSupportive, collaborative team environmen
Job Type: Full-time
Benefits:Financial planning servicesPaid time offRetirement plan
Details
| Company | MFP Financial Services |
| Location | Safety Harbor, Florida, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |