Financial Services Coordinator – Redmond, WA (100% Onsite)

Location: Redmond, WA
Schedule: Full time, onsite
Eligibility: Must currently reside in Washington State

Why Join Us:
Are you detail-oriented, organized, and passionate about delivering excellent client service? We’re looking for a Financial Services Coordinator to play a key role in supporting a growing financial services team in Redmond. This is a hands-on, 100% onsite role where you’ll help keep operations running smoothly, support clients, and make a real impact on the team’s success.

What You’ll Do:

Assist with client onboarding, documentation, and account maintenance

Process financial transactions, forms, and internal requests accurately

Maintain organized records, files, and compliance documentation

Support advisors with scheduling, meeting prep, and follow-up tasks

Coordinate client communications, respond to inquiries, and provide updates

Assist with reporting, reconciliations, and data entry in internal systems

Help manage office operations to ensure smooth daily workflow

What We’re Looking For:

Current Washington State resident

2+ years of administrative or financial services experience

Strong attention to detail and organizational skills

Ability to handle confidential information with professionalism

Proficiency in Microsoft Office and comfort using databases or CRM tools

Excellent communication skills and a client-service mindset

Ability to work 100% onsite in Redmond

Nice to Have:

Experience in banking, wealth management, finance, or related fields

Familiarity with client onboarding or compliance documentation

Why You’ll Love Working Here:

Supportive, professional team environment

Opportunities for growth and development in financial services

Steady workload with consistent client interaction and meaningful impact

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.