Title: Financial Planning Operations Specialist
Location: Bellevue, WA 98004
Pay rate: $21.21/hr

Overview:
We are seeking an Operations Processor to join our Brokerage Channel team at a Fortune 500 banking company. This role supports operational workflows for financial planning and brokerage services, ensuring accuracy, compliance, and timely processing of client data. Familiarity with eMoney financial planning software is highly preferred.

Key Responsibilities:
• Validate and process financial plan inputs and account data from eMoney and internal systems.
• Reconcile aggregated account information and resolve discrepancies promptly.
• Generate and review reports related to client assets, cash flow projections, and planning scenarios.
• Maintain accurate records for compliance and audit purposes.
• Assist with eMoney portal inquiries, document uploads, and troubleshooting data aggregation issues.
• Coordinate with advisors and internal teams to ensure smooth workflow execution.
• Utilize eMoney tools to track tasks, manage workflows, and support advisor-client interactions.
• Adhere to regulatory and internal quality standards throughout all processes.

Qualifications
• Experience:
• 6+ months of experience in financial services operations, brokerage, or wealth management experience.
• Familiarity with eMoney financial planning software or similar platforms.
• Skills:
• Strong attention to detail and accuracy in data processing.
• Excellent organizational and communication skills.
• Ability to work in a fast-paced, compliance-driven environment

Preferred Knowledge:
• Understanding of financial planning concepts (cash flow, retirement, investments).
• Experience supporting advisors or brokerage operations teams.


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.