Administrator
mfp financial servicesSafety Harbor, FL
Administrator
mfp financial servicesSafety Harbor, FL
3 days ago
Occupations
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutivePersonal Financial AdvisorsExecutive Secretaries and Executive Administrative AssistantsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout 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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JOB OVERVIEW
Experience level
Mid
Location
Safety Harbor, FL
Occupation
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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