Financial Administrative Assistant

Posted yesterday

northpoint search groupAtlanta (GA)

Financial Clerks, All Other Trust, Fiduciary, and Custody Activities

SENIORITY

Mid

SALARY

$35,000 - $45,000 per year

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About the role

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

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