Finance Administrative Assistant Job at AppleOne in Irvine

We are seeking an experienced and detail-oriented Office Administrator to serve as the central point of coordination for office administration, compliance support, facilities management, and executive assistance. This role is essential to ensuring smooth day-to-day operations and supporting a professional, compliant, and collaborative workplace.

Key Responsibilities:

Client Onboarding & Compliance: Lead new client onboarding in line with FINRA/SEC guidelines; complete broker-dealer questionnaires; assist with RFQ proposals; maintain compliance records and regulatory documentation.

Office Operations & Administration: Oversee daily office activities, manage vendor and service provider relationships, and serve as the main contact for building and facilities coordination.

Executive & Departmental Support: Provide executive-level administrative support including scheduling, correspondence, and domestic/international travel arrangements; plan corporate meetings and events; assist with reporting and documentation.

Leadership & Culture: Act as a central communication hub across departments, promote collaboration, and champion a positive and professional office culture.

Qualifications:

Bachelor’s degree preferred.

5+ years of office management or senior administrative experience, ideally within a broker-dealer or financial services firm.

Strong organizational, multitasking, and leadership skills.

Proficiency with Microsoft Office Suite and ability to adapt to new technologies.

Excellent written and verbal communication skills, with discretion and professionalism.

This is a dynamic opportunity for a polished and dependable professional who thrives in a fast-paced environment and enjoys being the go-to person for operations, compliance, and executive support.

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.