Financial Administrative Assistant
Who:
A well-established financial and estate planning firm is seeking a Financial Administrative Assistant to support client account administration, paperwork processing, and day-to-day office operations.
What:
This role will assist with account paperwork, client account transfers, Schwab-related documentation, tax document organization, and general administrative support.
When:
Immediate opening.
Where:
Sandy Springs, Georgia โ In-office environment.
Why:
Great opportunity for someone looking to grow within financial services in a stable, flexible, and team-oriented office environment.
Office Environment:
Small, collaborative office offering flexibility, hands-on training, and broad exposure to financial operations and client service.
Compensation:
$35,000 โ $45,000 base salary plus benefits allowance.
Benefits:
Up to approximately $400 per pay period allowance for healthcare or personal benefit expenses.
Key Responsibilities:
โข Process and track client account paperwork and transfers
โข Assist with IRA beneficiary and account forms
โข Coordinate Schwab-related account documentation
โข Review trade confirmations and account activity
โข Assist with preliminary tax document organization including W-2s and 1099s
โข Answer phones and support client communication
โข Maintain accurate client records and documentation
โข Provide general administrative and office support
Requirements:
โข 1โ2 years of administrative or financial services experience preferred
โข Familiarity with Charles Schwab platform is a plus
โข No degree required
โข Trainable opportunity with growth potential
โข Strong attention to detail and organizational skills required
โข Strong communication and customer service skills