About this opportunity
Staff Financial Group lists this Financial Administrative Assistant opportunity in atlanta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
Worksite address
atlanta, GA, 30328, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.