Front Desk

IMA Financial GroupSarasota, FL
Onsite

About The Position

The successful candidate will have a natural ease in connecting with others while serving as the gatekeeper for the organization. You will also perform a wide range of administrative and office support activities.

Requirements

  • An optimistic and cheerful can-do demeanor.
  • Punctuality is key.
  • High school diploma or general education degree (GED); 1 to 3 months related experience and/or training; or equivalent combination of education and experience.
  • Working knowledge of Microsoft Word & Excel.
  • Great communication skills.
  • Organizational & time management skills; completing tasks timely.
  • Dependable.
  • Team Player.
  • Professional demeanor.

Responsibilities

  • Greet guests cordially and with a warm smile, while attending to their needs with a strong sense of urgency.
  • Create authentic and caring interactions with clients and team members.
  • Work collaboratively with a commitment to a workplace of dignity and respect with a willingness to help in all areas of the office.
  • Answer calls using a multi-line phone system, forward calls and faxes to appropriate personnel, and take and deliver messages.
  • Open the lobby area at the beginning of the workday and close it at the end of office hours.
  • Maintain office and kitchen inventory including ordering of supplies.
  • Assist with agency tasks/projects as assigned.
  • Process client payments and support tasks for client files.
  • Process all types of incoming mail.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Become familiar with and follow Agency guidelines, policies and procedures.
  • Process the Communication Log.

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development
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