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Fidelity Accounting Jobs in Georgia (NOW HIRING)

Blue Trust Inc

Trust Associate

Alpharetta, GA · On-site

$15.50 - $20.50/hr

Responsibilities include the opening and closing of accounts, performing accounting functions ... Monitors Fidelity alerts and notifies team of updates. * Assists Trust Advisors with the completion ...

Ronald Blue Trust

Trust Associate

Alpharetta, GA · On-site

$15.50 - $20.50/hr

Responsibilities include the opening and closing of accounts, performing accounting functions ... Monitors Fidelity alerts and notifies team of updates. * Assists Trust Advisors with the completion ...

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Experience with Schwab, Fidelity, and Pershing preferred. * Familiarity with portfolio accounting systems and client relationship management software is preferred. * Proficiency in Microsoft Office.

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Experience with Schwab, Fidelity, and Pershing preferred. * Familiarity with portfolio accounting systems and client relationship management software is preferred. * Proficiency in Microsoft Office.

Waverly Advisors LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Experience with Schwab, Fidelity, and Pershing preferred. * Familiarity with portfolio accounting systems and client relationship management software is preferred. * Proficiency in Microsoft Office.

Worldpay

Lead Stock Plan Consultant

Atlanta, GA · On-site

Strong knowledge of accounting standards (ASC 718) and equity reporting. * Experience working with equity administration systems (e.g., E*TRADE, Fidelity, Shareworks, Equity Edge). * Exposure to ...

Hitachi, Ltd.

Payroll/ HR Generalist

Atlanta, GA · On-site

... accounting audit. * Oversees/manages year end statements production (W-2 in USA, T4 and T2200 in ... Previous system exposure to Workday, Benefit solver, Fidelity * Experience in Canadian payroll ...

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Fidelity Accounting information

What is fidelity accounting?

Fidelity accounting refers to the specialized practice of tracking, recording, and safeguarding assets, typically within trust or fiduciary accounts, to ensure that all financial transactions comply with legal and ethical standards. It is commonly used by fiduciaries such as trustees, executors, and guardians to provide transparent records of how they manage someone else's assets. This process involves meticulous documentation, regular reporting, and adherence to both regulatory requirements and the specific terms of the trust or fiduciary arrangement. The goal is to protect the interests of beneficiaries and maintain accountability.

What are some of the common challenges faced by professionals in fidelity accounting roles?

Professionals in Fidelity Accounting often encounter challenges such as managing complex reconciliation processes, ensuring strict compliance with regulatory standards, and maintaining accuracy under tight deadlines. They may also need to adapt to frequent changes in financial regulations and internal policies, which requires ongoing learning and flexibility. Collaboration with audit teams and other departments is key, as is strong attention to detail when handling sensitive financial data. These challenges are balanced by opportunities to develop expertise in risk management and to advance within the broader financial services sector.

What are the key skills and qualifications needed to thrive in fidelity accounting, and why are they important?

To excel in Fidelity Accounting, you need strong analytical skills, attention to detail, and a solid understanding of accounting principles, often supported by a degree in accounting or finance and relevant certifications like CPA. Familiarity with accounting software, financial reporting systems, and reconciliation tools such as SAP or Oracle is commonly required. Strong organizational abilities, problem-solving skills, and clear communication help professionals manage complex transactions and collaborate with stakeholders. These skills are vital for maintaining accurate financial records, ensuring compliance, and supporting organizational integrity.

What is the difference between Fidelity Accounting vs Bookkeeper?

AspectFidelity AccountingBookkeeper
CredentialsAccounting degree or certification (e.g., CPA)High school diploma; some certifications preferred
Work EnvironmentFinancial firms, corporate accounting departmentsSmall businesses, offices, or remote settings
ResponsibilitiesFinancial reporting, compliance, auditsRecording transactions, maintaining ledgers

Fidelity Accounting professionals typically hold accounting credentials and work in corporate or financial environments, focusing on financial reporting and compliance. Bookkeepers usually have less formal education, working in small businesses or remote settings, primarily recording daily transactions. While both roles handle financial data, Fidelity Accounting involves more complex analysis and regulatory tasks compared to the transactional focus of bookkeepers.

What are popular job titles related to Fidelity Accounting jobs in Georgia?

For Fidelity Accounting jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Fidelity Accounting jobs in Georgia look for?

The top searched job categories for Fidelity Accounting jobs in Georgia are:

What cities in Georgia are hiring for Fidelity Accounting jobs?

Cities in Georgia with the most Fidelity Accounting job openings:

Fidelity Accounting jobs near you
Infographic showing various Fidelity Accounting job openings in Georgia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Commercial Surety Underwriting Specialist - Southeast/Mid-Atlantic

Great American Insurance Group

Decatur, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Key responsibilities

  • Analyze business reports such as credit checks, bank agreements, and financial statements to support underwriting decisions.

  • Make risk selection, pricing, and retention decisions to ensure profitability for the branch office.

  • Review and assess the underwriting of others, providing recommendations on surety credit terms and conditions.

Great American Insurance Group rating

8.8

Company rating: 8.8 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

58th of 315 rated insurance

Job description

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.

Great American has been providing surety bonds for 100 years. We are known for expert underwriting, solid financial strength, market leadership and creative solutions to bonding needs. We are one of the top surety companies in the United States.

Bonds - Great American Insurance Group

We have an opportunity for a Commercial Surety Underwriting Specialist! The candidate can be in the Southeast or Mid-Atlantic Region. The position involves in-office work and traveling within the assigned territory.

Essential Job Functions and Responsibilities

  • Understand and analyze business reports needed in the underwriting processes, including credit checks, bank agreements, and financial statements.

  • Responsible for all risk selection/rejection, pricing, retention, growth, and profitability for their branch office.

  • Assess risk quality in compliance with company guidelines.

  • Review the underwriting of others and make recommendations for extending surety credit including the terms and conditions.

  • Develop and maintain strategic relationshipswith internal and external stakeholders.

  • Communicate effectively.

  • Must be highly organized to handle a variety of responsibilities.

  • Deliver exceptional customer service.

  • Make timely, informed decisions.

  • Operate with integrity and honesty.

  • Hold self and team accountable for achieving established objectives.

  • Use independent judgment and initiative to support business goals.

  • Coach and develop team.

Job Requirements

  • Education: Bachelor's Degree or equivalent experience.

  • Field of Study: Finance, Accounting or a related discipline

  • Experience: Generally, 5+ years of related experience. Progression toward certification in area of expertise preferred; appropriate certifications could include Associate in Surety and Fidelity Bonding (AFSB), Certified Public Accountant (CPA) and/or Registered Professional Liability Underwriter (RPLU).

Business Unit:

Bond

Benefits:

We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.

*Excludes seasonal employees and interns.

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