Advisor Talent Solutions

Compensation

Full Description

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 you’ll 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 firm’s mission, core competencies and the services provided to drive prospective clients to set an appointment • Build and improve upon client relationships • Maintain the firm’s CRM system (Advyzon) through accurate data entry and database management • Other duties as assigned What We’re 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 You’ll 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 advisortalentsolutions.com