Full-Time Paraplanner/Form Processor

Full-Time Paraplanner/Form Processor MFP Financial Services Safety Harbor, FL Job Details Full-time $23 - $27 an hour 7 hours ago Benefits Financial planning services Paid time off Retirement plan Qualifications Teamwork Customer inquiry handling Administrative experience High school diploma or GED Bachelor's degree Client services Organizational skills Associate's degree Full Job Description 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! 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 RMDs High 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 Pay:

$23.00 - $27.00 per hour

Benefits:

Financial planning services Paid time off Retirement plan

Work Location:

In person