Veraz Advisors ยท 3 weeks ago
Events Coordinator & Administrative Assistant
San Ramon, CA
Full-time
Onsite
Entry Level
$20/hr - $20/hr
1+ years expVeraz Advisors is a growing financial services firm seeking a highly organized and client-focused Events Coordinator & Administrative Assistant. This role involves coordinating marketing events, serving as the first point of contact for clients, and providing administrative support to firm leadership.
AdviceFinancial ServicesReal Estate Investment
Hiring Manager
Jay M.
Responsibilities
Coordinate onsite and offsite marketing events, including vendor and logistics management
Serve as the first impression for clients in person, by phone, and at events
Provide administrative and scheduling support in a client-focused financial services environment
Assist firm leadership with operational and executive support tasks
Qualification
Required
1+ year of client-facing or administrative experience (event experience preferred)
Strong organizational, communication, and multitasking skills
Proficiency with Microsoft Office and CRM systems
Professional demeanor and commitment to confidentiality
Valid driver's license, reliable transportation, and auto insurance
Preferred
Event experience preferred
Benefits
100% paid Medical and Dental premiums
401(k) with company match
Company Profit Share
Vacation
Holidays
Sick
Company
Veraz Advisors
Veraz Advisors LLC offers investment advisory and financial planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jay M.
Fiduciary Advisor, CEO
Company data provided by crunchbase