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-upsProcess client forms and paperwork accuratelyLearn and assist with Required Minimum Distributions (RMDs) Keep our office organized and help the team run smoothlyWhat 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 preferredWhy You’ll Love This JobFull-time, stable scheduleLearn specialized financial skills and grow your careerSupportive, collaborative team environmenJob Type: Full-timeBenefits: Financial planning servicesPaid time offRetirement plan
