Financial Planner Administrator

FFA is a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. FFA has a dynamic culture where employees are eager to succeed; our 'google meets wall street' mentality motivates our advisors and creates a vibrant work environment.

Our company has grown exponentially since opening in 2017, starting with our Florida Offices around Tampa, Orlando, Miami, and Jacksonville. Within the past 8 years we have expanded out of Florida as Tristate Financial Advisors in the Philadelphia, Charlotte, Nashville, DC Metro area, Charleston, as well as Georgia Financial Advisors in Atlanta and Savannah, Texas Financial Advisors in Dallas, Austin and Houston, and Four Corners Financial Advisors in Phoenix and Las Vegas.

We are looking for a Financial Plan Administrator to organize and coordinate our company’s financial planning administration and tracking. Financial Plan Administrator responsibilities include maintaining records for all transactions, preparing monthly and quarterly financial reports and processing reimbursements. If you have a background in Finance and knowledge of bookkeeping activities, we’d like to meet you. Ultimately, you will help us manage and allocate our resources effectively.

Position: Financial Planner Administrator

Hours: Part-time (20hr/wk)

Location: 6550 W Hillsborough Ave, 3rd Floor, Tampa, FL 33634, open to remote role for this position.

Responsibilities:

· Creating financial planning contracts

· Sending out Financial Planning Contracts

· Maintaining tracking systems

· Financial Planning Reporting

· Meeting with advisors and managers on upcoming plans

· Other general administrative responsibilities

· Assistance with compliance functions

Skills:

· Proven work experience as a Finance Administrator, Finance Assistant or similar role

· Hands-on experience with accounting software, like QuickBooks

· Advanced knowledge of MS Excel (creating spreadsheets and charts and using financial excel functions)

· Good understanding of bookkeeping procedures

· Time management, organization skills

· Confidentiality

· BS degree in Finance, Accounting, or Economics

Securities offered through Trinity Wealth Securities, LLC are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Advisory services offered through Florida Financial Advisors. Please contact your Financial Advisor for information regarding specific investments. Trinity Wealth Securities, LLC, reserves the right to monitor all electronic correspondence. Trinity Wealth Securities, LLC and Florida Financial Advisors, Inc. are affiliated entities.