Financial Administrative Assistant

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 1099s Answer 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