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Financial Services Office Administrator/ Coordinator

Back-Office Retirement Plan Ops Specialist

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: FRP of Florida
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Office Administrator/ Coordinator
  • Business
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A retirement plan consulting firm is seeking a detail-oriented Operations Specialist in Winter Park, Florida. This non-client-facing role is vital in supporting Retirement Plan Advisors and includes processing retirement plan transactions, assisting with compliance tasks, and ensuring regulatory adherence. Candidates should have a Bachelor’s degree and 2–5+ years of relevant experience. Proficiency in CRM systems and Microsoft Office is essential.

A competitive benefits package including health, 401(k) match, and generous PTO is offered.
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