Are you looking to launch or grow your career in financial services? Join a supportive and inclusive team where your attention to detail, relationship skills, and Excel expertise will make an impact. This is a hybrid-friendly role, offering the chance to work from home two days per week once fully trained.

What you’ll do:
- Support Plan Sponsors, Brokers, RIAs, and auditors with requests for reports and fund actions
- Research and resolve client inquiries and issues
- Assist with administrative and financial tasks, ensuring accuracy and timely responses
- Collaborate with team members on projects and process improvements
- Maintain strong documentation and communication with internal and external stakeholders

What you bring:
- 2–5 years experience in financial support, client services, or administrative roles
- Bachelor’s degree in Finance, Accounting, Economics, or related field preferred
- Strong project management and organizational skills
- Excellent written and verbal communication skills
- Advanced MS Office skills, especially Excel
- Proven ability to manage relationships and work with multiple stakeholders
- Desire to learn and grow within the financial services industry

Why this role stands out:
- Hybrid work flexibility (2 days remote once trained)
- Opportunity to grow and develop in a structured, inclusive environment
- Hands-on exposure to financial planning, reporting, and client services

Step into a role where your skills matter and your growth is supported!

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.