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. Compensation: $35,000 – $45,000 base salary plus benefits allowance. Benefits: 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 1–2 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 #J-18808-Ljbffr