BayOne Solutions ยท 11 hours ago
Financial Services Coordinator
Scottsdale, AZ
Contract
Hybrid
Entry, Mid Level
$27/hr - $27/hr
2+ years expBayOne Solutions is seeking a Financial Services Coordinator to support supervision and administrative operations for financial professionals. This role focuses on case coordination, documentation review, follow-ups, and communication in a regulated financial services environment.
Information and Communications Technology (ICT)Information ServicesInformation TechnologySaaSSoftware
Responsibilities
Perform administrative and coordination support across multiple supervision projects
Assign and track cases for pre-approval (annuities, alternative investments, etc.)
Review submissions against required checklists and follow up on missing items
Communicate with financial professionals, insurance carriers, and internal teams
Handle inbound phone or hotline inquiries (as needed)
Support ongoing supervision activities and process documentation
Qualification
Required
Microsoft application experience
financial background
office experience
great verbal and written communication
general technical skills
phone skills
2+ years of administrative or operations experience
Financial services, insurance, broker-dealer, or annuities experience
Understanding of retirement account types and regulated environments
Strong MS Office skills and ability to manage multiple applications
Excellent written and verbal communication skills
Strong follow-up, ownership, and organizational skills
Preferred
Experience with Salesforce or similar systems
FINRA/SIE or securities licensing experience (Series 7, 63, 65, 66, 24)
Inbound phone or customer support experience
Benefits
Hybrid work environment in Scottsdale
Training and support provided
Opportunity for contract extension or conversion
Company
BayOne Solutions
BayOne Solutions provides computer programming services.
501-1000 employees
H1B Sponsorship
BayOne Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (23)
2024 (25)
2023 (20)
2022 (30)
2021 (20)
2020 (37)
Funding
Current Stage
Late StageLeadership Team
Yogesh Virmani
CEO and Co-founder
Rahul Sharma
President and Co-founder
Recent News
Company data provided by crunchbase