Employment Opportunity

TAHOMA ADVISORY GROUP

We are independent financial professionals who are committed to helping clients pursue their financial goals. Based on each individual client's needs we utilize ongoing research and strategies to develop action plans designed to help them aim for wealth creation and increased financial stability.  Our goal is to deliver the professional skills and knowledge that will help our clients strive for financial independence.  The company was formed in 2001 (as Edgecombe & Coplin Wealth Strategies) and currently serves over 400 families. Visit our website at tahomaadvisorygroup.com.

Location:  Puyallup, WA
Hours:  Mon – Thurs:  9am – 4pm;  Fri:  9am – 2pm 
Salary:  $20 - $25 per hour depending on qualifications 

Employment opportunities require successful completion and Tahoma Advisory Group’s acceptance of pre-employment screenings, including: background check (criminal, credit, education, etc), FINRA Fingerprint (FBI), and drug screening (illegal and/or non-prescription).

 POSITION OVERVIEW

Tahoma Advisory Group is seeking an experienced, skilled, and personable individual to join our team as Client Relationship Associate.  This position includes being the front-desk receptionist and  managing all aspects of the Client Service Experience and Account Administration to ensure standards of excellence are achieved as it relates to team branding, service standards and compliance. Fully coordinate all aspects of the New Client Onboarding Process to ensure this process is implemented flawlessly and consistently.  Support our Team in achieving their business goals. Our employees are energetic, problem-solvers who work well in a high-energy atmosphere. 

PRIMARY RESPONSIBILITIES

•  Reception: Greet and welcome clients when they arrive at the office – offer beverages, and help them feel welcomed
• Office Administration: Answer incoming calls, schedule and confirm appointments, maintain calendar, coordinate incoming and outgoing mail (USPS and FedEx)
• Consistently manage individual and corporate email box in timely manner
• Ensure office reception and any client meeting areas are neat and professional (proper set up and take down/clean-up is maintained)
• Client database (Redtail) management
•  Manage and implement client experience deliverables such as holiday and birthday greetings, recognition of major client events, maintaining service schedule; assisting with holiday client gifts and client appreciation events and workshops
• Manage and implement New Client Onboarding Process – following a detailed program for onboarding new clients and for introductions and referrals.
• Assist with client transactions (opening new accounts, withdrawals, contributions, and various other requests) to include gathering signatures, imaging, submitting, tracking and e-filing. 
• Work collaboratively to create smooth operations for the team and attend weekly team meetings
• Assist other team members when needed to balance out capacity even when it means you are doing something outside of your typical job description
• Provide back up when other team member are away for breaks, vacation, or sick leave
• Provide quick, effective responses and resolution to client queries and issues ensuring prompt and efficient problem resolution
• Be willing to learn new things to build confidence and maintain enthusiasm for your role 

YOUR EXPERTISE 

• Enjoys interacting with and assisting clients and staff
• Organized
• Strong verbal and written communication skills
• Extremely high follow-through skills
• Attention to detail with great accuracy
• Ability to handle confidential and sensitive information
• Ability to respond to problems with a calm, courteous and helpful manner
• High level of proficiency with Microsoft Office (Word, Excel, Outlook)
• Ability to work both individually and within a team
• Ability to follow established procedures
• Makes minimal errors but responds positively to correcting mistakes and learning from them
• Ability to learn new software and work with a variety of web-based programs
• Dependable, punctual, and strong work ethics

REQUIREMENTS

• 3+ years of office experience
• 2+ years Microsoft Office experience – Outlook, Word, Excel
• 1+ years customer/client database experience
•  Proficient and skillful PC and Internet Experience
• Experience in the finance field helpful but not required

BENEFITS

• Vacation pay provided based on years of service
• Paid holidays
  
• Sick time
  
• Eligible for quarterly bonuses after 12 months of service
• Employer Simple Plan match after 12 months of service
• Opportunities for growth

HOW TO APPLY

Please send the following documents to Mike@tahomaadvisory.com

• Resume
• List of 3 personal references including their name, phone number, email and relationship
• Cover letter explaining why you are interested in this position

Tahoma Advisory Group is an equal employment opportunity employer, we will recruit, employ, train, compensate, and promote employees without discrimination on the basis of race, creed, color, religion, national origin, sex, gender identity, age, marital status, sexual orientation, citizenship status, veteran status, disability, genetic information, height, weight, or any other classification or characteristic protected by law.

Financial Advisor

Tahoma Advisory Group is a growing professional financial planning firm specializing in individual retirement, investment, income and financial estate planning looking to provide a motivated individual the opportunity to join our successful team as a Financial Advisor. The right advisor will have the opportunity to build a unique financial practice in conjunction with the owners of an established and very successful firm. We will provide each advisor with the necessary marketing, technology and operational tools along with any needed coaching and consulting from our decades’ worth of experience. In return, we simply ask for someone who is honest, hardworking, and capable of working as a teammate to grow our existing client base. The perfect candidate must be highly ethical and professional, personable, motivated and entrepreneurial minded. We will work together to build a larger and even more successful financial firm with the ultimate goal of an ownership transition within the next 5 - 10 years; during this process making our firm a better place for both our clients and our internal team. Securities and insurance licenses are required. Experience and proficiency in retirement, investment, income and financial estate planning are preferred, but we are always willing to hire the “right” person over significant amounts of experience.

Employment opportunities require successful completion and Tahoma Advisory Group’s acceptance of
pre-employment screenings, including: background check (criminal, credit, education, etc), FINRA
Fingerprint (FBI), and drug screening (illegal and/or non-prescription).

Feel free to tour the rest of our website and then if you feel you are the right fit to join our team, please respond in the following manner:

Email the following to levi@tahomaadvisory.com

450-650 word descriptive cover letter.

Copy of your resume.

Email and contact phone number to reach you.

We reserve the right to respond ONLY to the candidates with whom we choose to initiate further dialogue. Please no phone calls. Responding multiple times will not improve your chances. Thank you for your understanding and cooperation. Best Wishes!