Financial Administrative Assistant

NorthPoint Search Group • Sandy Springs, GA

2d • $35,000 - $45,000 • Onsite

About The Position

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. This is a great opportunity for someone looking to grow within financial services in a stable, flexible, and team-oriented office environment. The office is a small, collaborative environment offering flexibility, hands-on training, and broad exposure to financial operations and client service.

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

Nice To Haves

• Familiarity with Charles Schwab platform

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

Benefits

• Up to approximately $400 per pay period allowance for healthcare or personal benefit expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed