Administrator

About the role

Full-Time Paraplanner / Admin Associate in Safety Harbor, Florida. Supports a financial planning team and clients, processes forms and paperwork, assists with Required Minimum Distributions, and helps maintain office organization. Requires 1-3 years of administrative, client service, or financial support experience, strong organization, communication, Microsoft Office proficiency, attention to detail, and a high school diploma. Full-time stable schedule.

Requirements

• 1-3 years of administrative, client service, or financial support experience
• Strong organization and multitasking skills
• Excellent written and verbal communication
• Microsoft Office proficiency including Excel, Word, and Outlook
• High school diploma required; associate or bachelor degree preferred
• Willingness to learn financial processes including RMDs

What you'll do

• Answer client questions and ensure timely follow-ups
• Process client forms and paperwork accurately
• Assist with Required Minimum Distributions
• Keep the office organized and support team operations

Where this was posted

• LinkedIn

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