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    Administrative Assistant - Boca Raton, United States - Financial Firm

    Financial Firm
    Financial Firm Boca Raton, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    IMZ Financial Services, Inc.

    Administrative Assistant

    Who We Are:

    IMZ Financial is a boutique financial services consulting firm that provides an array of services, ranging from investments to insurance, and retirement planning. We have a collaborative culture with a family like atmosphere, while maintaining a professional environment. Our office is located in East Boca Raton, FL.

    Job Description:

    Our firm is looking for a strong Administrative Assistant, that is hardworking, team player, ethical, and has a high attention to detail. Must be able to establish and maintain solid working relationships with clients and colleagues and can work on multiple projects simultaneously.

    Responsibilities:


    • Greet and welcome clients and guests to the firm


    • Answer all incoming calls either helping the client or taking detailed messages


    • Open mail, packages, etc.


    • Monitor office supplies and place orders when necessary


    • Keep updated records and files


    • Maintain notes from client conversations. Scan notes from client meetings


    • Generate reports and prep for Advisor meetings


    • Assist clients with issues and concerns

    Requirements:


    • Receptionist, administrative assistant experience (3yrs minimum)


    • Proficient in English (oral and written)


    • Excellent knowledge of Microsoft Office (especially Excel, Word and PowerPoint)


    • Strong communication and people skills


    • Good organizational and multi-tasking abilities


    • Customer service orientation

    Salary Base:

    $45,000-$50,000

    Benefits:

    401k safe harbor

    Health insurance

    Disability insurance

    paid time off

    1 hour lunch



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