Financial Services Admin Assistant at AppleOne

Administrative Operations Associate
Overview
We are seeking a detail-oriented and organized Administrative Operations Associate to support our client's operations team at their Clearwater, FL location. This role is ideal for someone with he ability to handle multiple priorities, and an interest in working in a fast-paced environment. You will play a key role in ensuring accurate processing
of documents and basic financial transactions while maintaining compliance and efficiency.
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Responsibilities
• Document Management & Retrieval
o Pull completed forms from the vendor’s website and upload them for service request processing
o Move completed documents into designated folders for record-keeping.
o Create and manage service requests for tracking purposes.
• Transaction & Operations Support
o Support the processing of service requests across various operational departments, including but not limited to basic money movement transactions
and account maintenance activities.
o Participate in special projects and initiatives as assigned, contributing to the development and implementation of operational improvements.
Requirements
• Proficiency in Microsoft Office, Google Workspace applications.
• Strong attention to detail.
• Excellent data-entry and writing skills
• Proven organizational skills with the ability to handle multiple demands and competing priorities while meeting deadlines.
• Professional demeanor in oral and written communication.
• Ability to maintain confidentiality.
• Ability to work independently and prioritize tasks effectively
Preferred Qualifications
• Back-office operational experience, preferably in the financial or banking industry.
• Experience working in financial services or operations.
• Ability to handle sensitive information with confidentiality and professionalism.
• Strong organizational and time-management skills.

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, the Company 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.

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This company offers growth and a great group of people to work with.