Office Assistant - 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.

The 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.

• 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 greet 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.

• 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.

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

• 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.