Veraz Advisors, a growing financial services firm in San Ramon, CA, is seeking a highly organized and client-focused Events Coordinator & Office Admin to support marketing events, office operations, and executive needs.

This role is ideal for someone who enjoys being the first point of contact for clients, thrives in a fast-paced environment, and takes pride in delivering polished, professional experiences. In this position, you will coordinate and manage lead-generating marketing events, serve as the front-office presence for clients and prospects, and provide administrative and light executive support to firm leadership.

You’ll work closely with the Business Manager and represent multiple affiliated brands while exercising strong judgment, discretion, and attention to detail.

Key Highlights

• 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
• Coordinate administrative and scheduling activity in a client-focused financial services environment
• Assist firm leadership with operational and executive support tasks
• Full-time, exempt (salary) role

Weekly Schedule:

• Onsite (office): 9:00 AM to 6:00 PM, Monday–Friday
• Offsite (Evening Marketing Events): 6pm to 9pm (4 to 12 times a month)
• Offsite (Saturday Marketing Events): 8:30am to 2:30pm (2 to 4 times a month)

Please note that this role will require several weeknight and Saturday hours, resulting in weekly schedules in excess of 55 hours. High marketing event months may require even more required weekly hours.

Requirements:

• Excellent 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

Compensation:

• $70,500 salary

Comprehensive Benefits Package:

• 100% paid Medical and Dental premiums
• 401(k) with company match
• Company Profit Share

Paid Time Off:

• Vacation
• Holidays
• Sick

This position is employed by ATC Consulting, a shared services company, and initially supports Veraz Advisors and affiliated firms, with opportunities to grow responsibilities over time.