What are the responsibilities and job description for the First Impression Specialist position at Zinnia Wealth Management?
About us
Zinnia Wealth Management is a small business in Ocala, FL. We are professional, agile and our goal is to help our clients design a retirement plan that meets their individual needs. .
Our work environment includes:
- Modern office setting
- Growth opportunities
```Duties:``` - Serve as the first point of contact for all visitors and callers, providing a warm and professional welcome - Answer and direct incoming phone calls to the appropriate staff members - Manage the reception area, ensuring it is clean, organized, and presentable at all times - Perform clerical duties such as typing, filing, and data entry - Assist with order entry and inventory management - Provide administrative support to various departments as needed - Maintain confidentiality of sensitive information ```Qualifications:``` - Previous experience in a similar role preferred (e.g., medical receptionist, dental receptionist, personal assistant) - Strong organizational skills with the ability to multitask and prioritize tasks effectively - Proficient in office management software (e.g., Microsoft Office Suite) - Knowledge of QuickBooks is a plus - Excellent verbal and written communication skills - Professional demeanor and appearance - Ability to maintain a high level of confidentiality This is an excellent opportunity for someone who enjoys being the face of the company and providing exceptional customer service. If you are detail-oriented, organized, and thrive in a fast-paced environment, we would love to hear from you. Please note that this position does not require any specific educational background. We value experience and skills over formal education. To apply for this position, please submit your resume along with a cover letter highlighting your relevant experience. We will contact qualified candidates for further consideration. Thank you for your interest in joining our team!
Job Type: Full-time
Pay: $15.00 - $17.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Ocala, FL 34474: Relocate before starting work (Required)
Work Location: In person