Growth‑Oriented Financial Admin Assistant (In-Office)

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

Benefits offered by this job

Flexible office environment

Hands-on training

Healthcare allowance up to $400 per pay period

Job summary

Staff Financial Group, located in Sandy Springs, Georgia, is seeking a Financial Administrative Assistant. This role provides essential support for client account administration and daily office operations in a collaborative and flexible environment.

The ideal candidate will assist with account paperwork and tax document organization, offering a great opportunity for growth in financial services. Compensation ranges from $35,000 to $45,000 annually, with additional benefits.

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.

Skills

Attention to detail

Organizational skills

Communication skills

Customer service skills

Tools

Charles Schwab platform

Job description

Staff Financial Group, located in Sandy Springs, Georgia, is seeking a Financial Administrative Assistant. This role provides essential support for client account administration and daily office operations in a collaborative and flexible environment.

The ideal candidate will assist with account paperwork and tax document organization, offering a great opportunity for growth in financial services. Compensation ranges from $35,000 to $45,000 annually, with additional benefits.