We’re hiring an Operations Coordinator to directly support the Director of Servicing at a dynamic and growing financial services firm. This is a highly collaborative role focused on driving accountability, structure, and efficiency across internal support teams. The ideal candidate will be an organized, proactive communicator with a background in finance and a natural ability to lead and support others. This role is hybrid and requires candidates to be local to the Redmond, WA area.

The Operations Coordinator will monitor daily task execution, adherence to time-blocking, and internal workflow processes. This includes ensuring nothing falls through the cracks and that the team is staying on track with established standards and timelines.

You’ll be responsible for tracking and reporting on key performance indicators, identifying trends or compliance gaps, and surfacing operational bottlenecks to leadership. You’ll play a vital role in translating project goals into clear action steps, maintaining accountability across stakeholders, and supporting internal rollouts.

This position includes tactical oversight of the CAS and CIM teams, including conducting 1:1s and offering day-to-day coaching and performance feedback. You'll also support process documentation, onboarding tools, and internal guides to ensure consistency and efficiency across the teams.

To qualify, you must have a bachelor’s degree in Finance, Accounting, or a related field. We’re looking for someone with 2–3 years of experience in operations or project coordination and at least one year in a leadership, coaching, or training role. Experience in financial services or another process-driven environment is strongly preferred. A Series 65 or 66 license is required, or a willingness to obtain it shortly after hire.

This opportunity includes a hybrid schedule, generous PTO and paid holidays, medical, dental, and vision coverage, a 401(k) with company match, and the chance to work with a thoughtful and motivated team in a high-impact role.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.