Talent.com
No longer accepting applications
Financial Services Admin Assistant

Financial Services Admin Assistant

AppleOneClearwater, FL, US
19 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

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.

________________________________________

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 :

  • 06 / 22- 088_EEOC_KnowYourRights6.12.pdf
  • The pay transparency policy is available here :

  • 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.

    #1106

    Company Description

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

    Create a job alert for this search

    Admin Assistant • Clearwater, FL, US

    Related jobs
    Administrative Services Assistant

    Administrative Services Assistant

    Keller Executive SearchTampa, FL, US
    Remote
    Full-time
    Quick Apply
    This is a position within Keller Executive Search and not with one of its clients.Ready to supercharge executive searches at a global firm impacting top talent worldwide? Join Keller Executive Sear...Show moreLast updated: 1 day ago
    • Promoted
    Admin Assistant - Adult Central Intake

    Admin Assistant - Adult Central Intake

    GracepointTampa, FL, US
    Full-time
    Gracepoint seeks a caring and compassionate individual to manage front-office operations within a clinical setting.Full Health Care Benefits for full-time staff members. PRN takes advantage of our 4...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Representative - SIE (Tampa, FL)

    Financial Services Representative - SIE (Tampa, FL)

    Morgan StanleyTampa, FL, US
    Full-time
    Financial Services Representative.Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and hav...Show moreLast updated: 30+ days ago
    Admin Assistant / Hearing Reporter

    Admin Assistant / Hearing Reporter

    Business Support Services of SalemSt. Petersburg, Florida, United States
    Part-time
    Quick Apply
    Business Support Services is currently seeking a court reporter who provides verbatim reporting of Social Security hearings for the Office of Hearings Operations (OHO). Major Duties and Responsibili...Show moreLast updated: 30+ days ago
    • Promoted
    ABL Operations Structure Admin

    ABL Operations Structure Admin

    Fifth Third BancorpTampa, FL, US
    Full-time
    ABL Operations Structure Admin.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank...Show moreLast updated: 1 day ago
    • Promoted
    Assistant II Administration-PDS Gas Division-Tampa

    Assistant II Administration-PDS Gas Division-Tampa

    Primoris Distribution Services, IncTampa, FL, US
    Full-time
    We are seeking a highly organized and detail-oriented Construction Administrative Assistant to provide crucial support to our project management and field teams. This role will be responsible for a ...Show moreLast updated: 30+ days ago
    • Promoted
    ADMIN ASSISTANT (FULL & PART TIME)

    ADMIN ASSISTANT (FULL & PART TIME)

    Chartwells HESaint Petersburg, FL, US
    Full-time +1
    We are hiring immediately for a.Note : online applications accepted only.Full & Part Time Schedule : .Previous catering coordinator experience highly preferred. Want to apply to this job via ...Show moreLast updated: 30+ days ago
    • Promoted
    Treasury Services Support Specialist

    Treasury Services Support Specialist

    Bank of TampaTampa, FL, US
    Full-time
    The Treasury Services department provides specialized operational support for large and / or complex commercial deposit relationships throughout the Bank. The Treasury Services Support Specialist is r...Show moreLast updated: 19 days ago
    • Promoted
    Systems Admin Automation Specialist

    Systems Admin Automation Specialist

    GreenPagesTampa, FL, US
    Full-time
    The Systems Administration - Automation Specialist is responsible for the identification, creation and maintenance of client-side. This critical role will focus on how to automate common / repea...Show moreLast updated: 30+ days ago
    • Promoted
    Construction Admin Assistant

    Construction Admin Assistant

    Rebuilding Together Tampa BayTampa, FL, US
    Full-time
    Rebuilding Together Greater Florida (formerly Rebuilding Together Tampa Bay) RTGFL is a nonprofit organization dedicated to repairing homes, revitalizing communities, and rebuilding lives.Serving o...Show moreLast updated: 1 day ago
    Service Administrator

    Service Administrator

    Stark TechTampa, FL, USA
    Full-time
    Quick Apply
    Advance your career with the Stark Tech team.We'll shape your future together!.Stark Tech is a total optimization provider of facilities and energy solutions. Stark Tech leads the market in providin...Show moreLast updated: 30+ days ago
    • Promoted
    Admin Assistant

    Admin Assistant

    Miracle MethodClearwater Beach, FL, US
    Full-time
    Miracle Method is a trusted leader in surface refinishing, providing innovative solutions for residential and commercial properties. With a commitment to excellence and customer satisfaction, we del...Show moreLast updated: 30+ days ago
    • Promoted
    Community Associations Admin / Legal Assistant

    Community Associations Admin / Legal Assistant

    Bush Ross PATampa, FL, United States
    Full-time
    Bush Ross is a full service large local law firm located on Tampa's picturesque Riverwalk.We were founded on the principle that clients want caring, insightful, ethical, problem solvers who bring v...Show moreLast updated: 8 days ago
    • Promoted
    Accounts Receivable Specialist

    Accounts Receivable Specialist

    Vaco by HighspringRuskin, Florida, United States
    Permanent
    We are seeking a detail-oriented and analytical Accounts Receivable Specialist to manage our client's billing, collections, and financial record-keeping processes. The ideal candidate will have stro...Show moreLast updated: 17 days ago
    • Promoted
    Finance / Payroll and Administration Specialist

    Finance / Payroll and Administration Specialist

    Form 10 Group IncTampa, FL, US
    Full-time
    This position is responsible for processing employees’ paychecks by collecting their payroll data and time sheets, verifying employees’ work hours and payment through the payroll system...Show moreLast updated: 19 days ago
    • Promoted
    Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed

    Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed

    ApexFocusGroupTampa, Florida, US
    Remote
    Full-time +1
    Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible. Administrative Assistant admin experience ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data AnnotationSt. Petersburg, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 15 days ago
    • Promoted
    Accounts Payable Specialist

    Accounts Payable Specialist

    Vaco by HighspringRuskin, Florida, United States
    Permanent
    We are seeking a detail-oriented Accounts Payable Specialist to manage the full cycle of accounts payable operations.The ideal candidate will have proven experience processing high volumes of invoi...Show moreLast updated: 17 days ago