What are the responsibilities and job description for the Personal Assistant position at Imz Financial Services Inc?
Personal assistant needed for a busy Financial Consultant.
We are a boutique financial consulting and wealth management company, providing in-house portfolio management and advising to individuals and corporations.
Responsibilities:
- Handle daily administrative tasks including answering calls, scheduling appointments, updating our CRM, preparing reports, and attending client meetings to take detailed notes and follow through on action items.
We offer a competitive salary, 401k, and health insurance as benefits.
Requirements:
- A warm, dedicated, and detail-oriented individual with experience as a personal assistant.
- Ability to travel locally to meetings and manage work and personal calendars.
If you are a motivated and organized individual who is always one step ahead, we would love to hear from you. Please submit your resume, and we will be in touch to discuss this opportunity further.