Office Administrator

Company Description

Integrity Financial & Insurance Services (The IFIS Group) specializes in designing customized financial plans for individuals, families, and businesses. Established in 2008, the firm centers its services on the principles of creating, building, and protecting legacies through prudent wealth and risk management strategies. With a commitment to fostering long-term, client-focused relationships, IFIS creates a welcoming and personalized environment for its clients. Guided by the core value of integrity, the company ensures that every decision aligns with the best interest of those they serve.

Role Description

This is a full-time, on-site Office Administrator role based in Ontario, CA. hourly pay $25-$30+

Are you an unusually organized and creative thinker? Do you naturally take pride and ownership and track details to completion? Are you a passionate worker who believes anything worth

starting is worth measuring? Do others describe you as a key player?

The Executive team at Integrity Financial is looking for someone who has experience working in an Insurance and/or Financial Planning office or any other related industries such as Legal, Real estate, Mortgage and Etc.

Qualifications

• Previous experience in a Financial Planning and Insurance office or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills - Is a naturally gifted communicator
• Strong attention to detail
• Strong organizational skills - Able to Multi-task so well that plate spinners look on with awe
• computer and tech savvy - Able to use Jedi mind tricks so Excel does all sorts of cool things Microsoft never intended!
• Sets a goal then takes action to conquer it!
• Willing to lift boxes, clean floors, and hold doors if that’s what it takes to get something done
• Know how to use Google calendar like a pro
• Believes in having fun - Works hard but also like to have F.U.N. while getting things done!
• Is always learning, growing, and being stretched
• Be prepared to bring your personality with you all day, every day