Office Assistant Tacoma, WA

Tacoma, WA - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Office Assistant

Firm: Puget Sound Financial Strategies

Location: Tacoma WA

Overview:

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Puget Sound Financial Strategies in Tacoma WA is looking for a versatile and well-rounded Office Assistant. This individual will be responsible for a variety of pertinent tasks allowing the financial advisor to focus on the continued growth of the business. This role is ideal for a self-starter with a strong background in client service administrative support and event planning who thrives in a fast-paced client-focused environment.

What youll do:

Event Planning & Coordination:

Plan coordinate and execute workshops and client appreciation events
Research and manage relationships with venues caterers and vendors
Generate creative ideas for hosting engaging client appreciation events
Develop event budgets and timelines ensuring smooth execution from start to finish
Manage guest communications registrations and RSVPs
Handle event setup breakdown and on-site logistics
Collect post-event feedback to inform future planning
Other duties as assigned

Office & Administrative Support:

Set appointments with clients for multiple locations and assist the Advisors with calendar management
Back up to answer phones and greeting clients in a friendly positive and warm manner
Speak with confidence about the firms mission core competencies and the services provided to drive prospective clients to set an appointment
Build and improve upon client relationships
Maintain the firms CRM system (Advyzon) through accurate data entry and database management
Other duties as assigned

What Were Looking For:

High School Diploma
2 years of administrative office experience in a fast-paced environment
2 years of event planning experience
Advanced skills with MS Office Suite
Self-starter who takes initiative and works well independently
Excellent communication; written and verbal professional and well spoken
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Embraces change and adapts quickly to evolving processes

What Youll Get:

Pay & Perks:

$28.00/hour
Health insurance stipend
Paid holidays
Sick pay
Career development and advancement opportunities

Schedule:

In office: Monday Friday office hours are between 8:30am and 6pm. Flexible shift within these hours up to 40 hours/week.
Occasional evenings and weekends required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Junior IC

Position: Office AssistantFirm: Puget Sound Financial StrategiesLocation: Tacoma WAOverview:Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Puget Sound Financial Strategies in Tacoma WA is looking for a v...