Financial Administrative Assistant

L4

northpoint search groupAtlanta, GAtoday

$35,000 - $45,000 per year

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

Level

MidL4

Salary

$35,000 - $45,000 per year

Location

Atlanta, GA

Occupation

Financial Clerks, All Other

Industry

Trust, Fiduciary, and Custody Activities

Posted

today

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