northpoint search groupAtlanta, GA
Financial Administrative Assistant
$35,000 - $45,000 per year
Apply →Financial Administrative Assistant
Financial Administrative Assistant
northpoint search groupAtlanta, GA
today
$35,000 - $45,000 per year
Financial Clerks, All OtherSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveBookkeeping, Accounting, and Auditing Clerks
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this 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
Also on the board Same function, level within a rung
Level
Mid
Salary
$35,000 - $45,000 per year
Location
Atlanta, GA
Occupation
Financial Clerks, All Other
Industry
Trust, Fiduciary, and Custody Activities
Posted
today