Administrative Assistant

IMZ Financial is a boutique financial services consulting firm located in East Boca Raton, FL. We provide a full suite of services—ranging from investments to insurance and retirement planning—within a collaborative, professional, and family-like culture.

We are seeking an experienced Administrative Assistant who is detail-oriented, ethical, and proactive. The ideal candidate is a strong communicator, can manage multiple priorities seamlessly, and takes pride in delivering excellent client service. This role is central to ensuring smooth day-to-day operations and supporting our advisors in providing exceptional value to clients.

• Greet and welcome clients and guests in a professional manner
• Answer and route incoming calls, ensuring proper phone etiquette and detailed message-taking
• Manage scheduling and coordinate meetings for advisors and clients
• Open and distribute mail, packages, and incoming correspondence
• Maintain updated records and organize client files (including scanning meeting notes)
• Generate reports and prepare materials for advisor meetings
• Assist clients with general inquiries and provide support as needed
• Monitor office supplies and place orders as necessary

• 3+ years of experience
  as an Administrative Assistant or in a related support role
• Proficient in English (oral and written)
• Excellent phone etiquette and interpersonal communication skills
• Strong organizational skills with the ability to multi-task effectively
• Experience with scheduling meetings
  and managing calendars
• Advanced knowledge of Microsoft Office (Excel, Word, PowerPoint)
• Familiarity with Docu Sign
  and digital file management
• Customer service orientation and ability to build strong professional relationships
• Team player eager and willing to work with others
• Salary Range:$45,000-$55,000
• 401(k) Safe Harbor Plan
• Health Insurance
• Disability Insurance
• Paid Time Off (PTO)
• 1-hour lunch break

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Administrative