Description
AppleOne is proud to present:
Title: Administrative Assistance
Location: Spokane, WA 99201
Schedule: Flexible part-time hours; potential to convert to full-time.
Role Summary:
Fortune 500 company is seeking a detail-oriented Administrative Assistant to provide operational and administrative support to financial advisors within the brokerage team.
This is a part-time position with a flexible schedule and offers exposure to brokerage operations, client onboarding, and advisor support. The experience gained in this role can be an excellent foundation for someone interested in eventually becoming a Registered Client Associate.
Responsibilities:
- Assist financial advisors with administrative tasks, including scheduling, documentation, and client follow-ups.
- Prepare and process client forms, account updates, and maintain accurate records.
- Coordinate meetings, manage calendars, and support day-to-day branch operations.
- Ensure compliance with company policies and regulatory standards in all documentation.
- Provide exceptional service to internal teams and clients by handling inquiries and routing requests appropriately.
Qualifications:
- 2–3 years of administrative or client service experience (financial services preferred).
- Proficiency in MS Office (Excel, Word, Outlook).
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Excellent communication skills and discretion when handling sensitive information.
Additional Details:
- Part-time, flexible schedule.
- Trial assignment with potential for full-time conversion.
- Background check required.
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.
#8824
Experienced (Non-Manager)