Jr. Relationship Mgr./Admin Support in Pasadena, California

Location

Pasadena, California

Job Type

Full-time

Salary

$60,000 – $66,600/yr

Company

AppleOne

Job Summary

We are seeking a Jr. Relationship Mgr./Admin Support professional for a contract opportunity in Pasadena, CA within the financial services industry. This role is ideal for a highly organized, detail-oriented administrative and client service professional who enjoys supporting Financial Advisors, Client Relationship Managers, and clients in a fast-paced, team-oriented environment.

The Jr. Relationship Mgr./Admin Support role plays an important part in keeping client service workflows accurate, organized, compliant, and on schedule. This is a great opportunity for someone who values professionalism, collaboration, and high-touch client service while gaining exposure to wealth management, financial planning, account servicing, and operational support.

This environment is well suited for candidates who appreciate supportive leadership, positive teamwork, clear expectations, and the opportunity to contribute directly to client satisfaction and office efficiency.

Key Responsibilities

- Prepare, process, organize, and maintain client paperwork, account documents, service forms, and compliance-related records. - Assist with account opening, account maintenance, transfers, beneficiary updates, address changes, and other client service requests. - Track outstanding paperwork, follow up on pending items, and help ensure tasks are completed accurately and within established deadlines. - Maintain accurate client information across multiple systems while supporting scanning, filing, electronic document management, and recordkeeping. - Coordinate calendars, schedule and confirm client meetings, prepare meeting materials, and assist with client review packets. - Serve as a secondary point of contact for client service inquiries and communicate professionally with clients, custodians, operations teams, and product partners.

Compensation and Benefits

- Compensation: $60,000 to $66,560 per year. - Job Type: Contract/Temporary. - Location: Pasadena, CA.

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.