Financial Administrative Assistant

Financial Administrative AssistantA 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 transfersAssist with IRA beneficiary and account formsCoordinate Schwab-related account documentationReview trade confirmations and account activityAssist with preliminary tax document organization including W-2s and 1099sAnswer phones and support client communicationMaintain accurate client records and documentationProvide general administrative and office supportRequirements:1–2 years of administrative or financial services experience preferredFamiliarity with Charles Schwab platform is a plusNo degree requiredTrainable opportunity with growth potentialStrong attention to detail and organizational skills requiredStrong communication and customer service skills