Office Assistant - Tacoma, WA

Advisor Talent Solutions•Tacoma, WA

2d•$28•Onsite

About The Position

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.

Requirements

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

Responsibilities

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
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