What are the responsibilities and job description for the Administrative Assistant position at IMZ Financial Services?
About us
IMZ Financial Services is a small business located in Boca Raton, FL. Our firm helps companies and individuals achieve their financial and retirement planning goals. Our goal is to balance work and free time for all employees, and for each person to grow both professionally, but also personally.
Our work environment includes:
- Company perks
- Casual work attire
- Growth opportunities
- Safe work environment
- Relaxed atmosphere
We are looking for a full time Administrative Assistant for our financial services firm. Previous work in the securities and insurance industries a plus. A clean background check required.
- Receive and screen phone calls and visitors.
- Answer questions, emails, and voice mail.
- Must be confident and able to communicate well.
- Must be comfortable speaking to others
- Calling investment and insurance companies, as directed, for clients information.
- Handle confidential material.
- Manage schedules, including making appointments and travel arrangements. .
- Enter data into computer, some light paper filing and electronic filing.
Job Type: Full-time
Pay: From $675.00 per week
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus pay
Work Location: One location