Executive Administrative Assistant

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 Executive 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:

$45,000-$50,000

Benefits:

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