Financial Services Coordinator
Location: Redmond WA
Schedule: Full time, 100% onsite
Eligibility Requirement: Only applicants who currently live in Washington State will be considered

Position Summary:
We are seeking a Financial Services Coordinator to support daily financial operations and client service activities for a growing team in Redmond. This 100% onsite role requires strong attention to detail, excellent communication skills, and the ability to manage multiple administrative and financial tasks with accuracy and professionalism.

Key Responsibilities:
• Assist with client onboarding, documentation, and account maintenance
• Process financial transactions, forms, and internal requests with accuracy
• Maintain organized records, files, and compliance documentation
• Support advisors with scheduling, meeting preparation, and follow up tasks
• Coordinate client communications, respond to inquiries, and provide timely updates
• Assist with reporting, reconciliations, and data entry in internal systems
• Support office operations to ensure smooth daily workflow

Required Qualifications:
• Current Washington State residency
• 2 or more years of administrative or financial services experience
• Strong organizational skills and high attention to detail
• Ability to handle confidential information with professionalism
• Proficiency with Microsoft Office and comfort working with databases or CRM tools
• Clear communication skills and strong customer service orientation
• Ability to work 100% onsite in Redmond

Preferred Qualifications:
• Experience in banking, wealth management, finance, or related fields
• Familiarity with client onboarding or compliance documentation

What We Offer
• Professional and supportive work environment
• Opportunities for long term growth within financial services
• Stable workload with consistent client interaction

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.