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    Executive Administrative Assistant - Boca Raton, United States - Financial Firm

    Financial Firm
    Financial Firm Boca Raton, United States

    4 weeks ago

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    Description

    Job Description

    Job Description

    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
    • Client confidentiality

    Requirements:

    • Receptionist, administrative assistant experience (3yrs minimum)
    • Strong customer service skills
    • Professional office etiquette
    • A pleasant attitude
    • Professional attire
    • 18 years or older
    • 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:

    $42,000 - $47,000

    Benefits:

    • 401k safe harbor
    • Health insurance
    • Disability insurance
    • paid time off
    • 1 hour lunch

    Company Description

    At IMZ Financial Services, Inc. we understand the complexities of managing your financial resources and preparing for retirement. Led by President of the firm Irwin Zagoria, we are here to help guide you through the unique challenges of planning for retirement, implementing tax-saving investment solutions, and navigating through the financial transitions that life brings.

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