Administrator, Office Administrator​/ Coordinator, Administrative​/Clerical

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!

• 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

• 1–3 years of admin, client service, or financial support experience
• Strong organization and multitasking skills
• Excellent communication skills, both written and verbal
• High attention to detail and a proactive attitude
• Willingness to learn financial processes, including RMDs
• High school diploma required; associate/bachelor’s degree preferred

• Learn specialized financial skills and grow your career
• Supportive, collaborative team environmen