Financial Administrative Assistant

NorthPoint Search Group; Sandy Springs (GA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

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

Job summary

NorthPoint Search Group is seeking a Financial Administrative Assistant in Sandy Springs, Georgia. This role involves supporting client account administration, paperwork processing, and day-to-day office operations. Responsibilities include processing client paperwork, assisting with tax documentation, and providing general office support. The position offers a base salary of $35,000 – $45,000, with a flexible and collaborative work environment. Ideal for candidates looking to grow within financial services.

Qualifications

• 1–2 years of administrative or financial services experience preferred.
• Familiarity with Charles Schwab platform is a plus.
• Strong attention to detail and organizational skills required.
• Strong communication and customer service skills.

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.

Job description

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