Financial Services Administrator

AppleOne; Greensboro (NC); On-site; USD 27,000 - 38,000; Part time

Job summary

AppleOne Employment Services in Greensboro, NC seeks a detail-oriented Financial Services Administrator for a part-time, temp-to-hire role on-site. You will support Financial Advisors, handle administrative duties, and assist with client service operations in a structured environment.

Ideal candidates have 1–2 years' experience, strong organizational skills, and proficiency with Microsoft Office. The role involves reporting, scheduling, and handling confidential client information in a

Qualifications

• 1–2 years of professional experience preferred in financial services, banking, investment services, brokerage operations, mortgage, or insurance.
• Demonstrated financial acumen and ability to understand basic investment, account, and client service concepts.
• Strong organizational skills with excellent attention to detail and accuracy.
• Ability to manage multiple priorities, deadlines, client requests, and administrative tasks.
• Professional communication skills and a polished client-service approach.

Responsibilities

• Support administrative, operational, and reporting tasks for Financial Advisors.
• Answer incoming calls, process computer entries, manage mail, schedule appointments, and assist with general administrative duties.
• Provide accurate account information and assist with security transaction processing.
• Respond to client inquiries while maintaining thorough and accurate documentation.
• Create, update, and manage reports that support client relationship development.
• Help maintain organized workflows, deadlines, and client service follow-up in a fast-paced financial services office.

Skills

1-2 years experience

Attention to detail

Professional communication

Multi-tasking

Microsoft Office

Tools

Microsoft Excel

Outlook

Word

Teams

Job description

Job Summary

We are seeking a detail-oriented and dependable Financial Services Administrator for a part-time, temp-to-hire opportunity in Greensboro, NC. This on-site role supports Financial Advisors and client service operations within a professional financial services environment.

This is a strong opportunity for an entry-level candidate with 1 to 2 years of experience who wants to build a career in banking, investments, insurance, brokerage services, or broader financial services administration. The role offers exposure to client account support, operational processes, reporting, scheduling, and financial documentation while working with experienced professionals in a structured and supportive setting.

The ideal candidate will be organized, professional, adaptable, and comfortable handling confidential client information. This position is a great fit for someone who enjoys administrative accuracy, client service, and learning new systems in a collaborative office environment with long-term potential.

Key Responsibilities

• Support administrative, operational, and reporting tasks for Financial Advisors.
• Answer incoming calls, process computer entries, manage mail, schedule appointments, and assist with general administrative duties.
• Provide accurate account information and assist with security transaction processing.
• Respond to client inquiries while maintaining thorough and accurate documentation.
• Create, update, and manage reports that support client relationship development.
• Help maintain organized workflows, deadlines, and client service follow-up in a fast-paced financial services office.

Compensation and Benefits

• Pay rate: $23.51 per hour.
• Job type: Temp-to-hire.
• Duration: 12 months with temp-to-hire opportunity.
• Schedule: Monday to Friday, approximately 12:00 PM to 5:00 PM or 6:00 PM.
• Work location: On-site at 806 Green Valley Rd, Greensboro, NC 27408.

Required Qualifications and Skills

• Support Financial Advisors with daily administrative, operational, client service, and reporting needs.
• Manage phone support, appointment scheduling, mail handling, data entry, and account documentation.
• Assist with client inquiries, account information, and security transaction processing.
• Prepare and maintain reports used for client relationship management and business development.
• 1 to 2 years of professional experience preferred, ideally in financial services, banking, investment services, brokerage operations, mortgage, or insurance.
• Demonstrated financial acumen and ability to understand basic investment, account, and client service concepts.
• Strong organizational skills with excellent attention to detail and accuracy.
• Ability to manage multiple priorities, deadlines, client requests, and administrative tasks.
• Professional communication skills and a polished client-service approach.
• Ability to work independently, use sound judgment, and adapt in a fast-paced office environment.
• High level of discretion and confidentiality when handling sensitive client and financial information.
• Proficiency with Microsoft Office, including Outlook, Excel, Word, and Teams.
• Dependable, adaptable, and comfortable learning new systems, processes, and technologies.

Preferred Qualifications

• Previous experience or exposure to investment services, financial services, banking, brokerage support, or insurance.
• Salesforce experience.
• Interest in building a long-term career in financial services, investments, or client service administration.

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, AppleOne 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.