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.

Financial Administrative Assistant

To Apply Now - email your resume to

job-6nm8b4v4-1e4ngrk82rw3kdm@sagedata.io

Who: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.

What:This role will assist with account paperwork, client account transfers, Schwab-related documentation, tax document organization, and general administrative support.

When:Immediate opening.

Where:Sandy Springs, Georgia – In-office environment.

Why:Great opportunity for someone looking to grow within financial services in a stable, flexible, and team-oriented office environment.

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

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