Job Title: Investment Assistant
Location: Washington State (On-site)
Employment Type: Full-time

IMPORTANT:

This is an on-site position located in Washington State.

Only candidates residing in Washington State will be considered.

No remote work or relocation assistance available.

Job Summary:

We are seeking a reliable and detail-oriented Investment Assistant to support our investment team with daily operations and client service. The ideal candidate will have strong organizational skills, a passion for finance, and the ability to work efficiently in a fast-paced office environment.

Key Responsibilities:

Assist investment professionals with client account management and documentation.

Prepare and maintain investment reports, records, and spreadsheets.

Coordinate communications between clients and investment advisors.

Schedule meetings, prepare agendas, and manage follow-ups.

Conduct basic research and data analysis as needed.

Ensure compliance with regulatory requirements and internal policies.

Perform other administrative duties to support the investment team.

Qualifications:

Experience in finance, investments, or administrative support preferred.

Strong attention to detail and excellent organizational skills.

Effective verbal and written communication skills.

Proficient in Microsoft Office (Excel, Word, Outlook).

Ability to handle confidential information with discretion.

Self-motivated and able to work collaboratively in a team environment.

Why Work With Us:

Supportive team atmosphere

Opportunities for professional growth in the investment sector

Competitive salary and benefits

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.