Financial Administrative Assistant

Financial Administrative Assistant

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Who

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.

What

This role will assist with account paperwork, client account transfers, Schwab-related documentation, tax document organization, and general administrative support.

When

Immediate opening.

Where

Sandy Springs, Georgia – In-office environment.

Why

Great opportunity for someone looking to grow within financial services in a stable, flexible, and team-oriented office environment.

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