AppleOne
Job Description
Job Description
Position Overview: Brokerage Client Assistant
Hourly Rate: $23.45 p/hr
Schedule: Weekdays - Business Standard Hours
Location: 950 Wayzata Blvd E, Wayzata, MN 55391 - 100% ON SITE
Duration: 3-month contract with potential for extension based on performance.
Responsibilities:
• Support administrative, operational, and reporting tasks for Financial Advisors.
• Support the daily operation functions of the branch, i.e. deposit, correspondence, and receptionist duties.
• Provide accurate account information and process security transactions.
• Handle client inquiries and maintain thorough documentation.
• Create and manage reports for client relationship development.
Candidate Qualifications:
• 2+ years of Brokerage and Client Services support experience
• Strong ability to prioritize and multitask in a high-volume environment.
• Professional demeanor with client-facing responsibilities.
• Proficiency in MS Office preferred.
Regards,
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
Company DescriptionHourly Rate: $23.45 p/hr
Schedule: Weekdays - Business Standard Hours
Location: 950 Wayzata Blvd E, Wayzata, MN 55391 - 100% ON SITE
Duration: 3-month contract with potential for extension based on performance.
Responsibilities:
• Support administrative, operational, and reporting tasks for Financial Advisors.
• Support the daily operation functions of the branch, i.e. deposit, correspondence, and receptionist duties.
• Provide accurate account information and process security transactions.
• Handle client inquiries and maintain thorough documentation.
• Create and manage reports for client relationship development.
Candidate Qualifications:
• 2+ years of Brokerage and Client Services support experience
• Strong ability to prioritize and multitask in a high-volume environment.
• Professional demeanor with client-facing responsibilities.
• Proficiency in MS Office preferred.
Regards,
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
This company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.