What are the responsibilities and job description for the Office Operations Associate position at IMA Financial Group?
ESSENTIAL JOB RESPONSIBILITIESinclude but are not limited to:
- Interact professionally and timely with clients, IMA visitors, and internal service teams via email, phone, and in-person.
- Rotation among front desk duties, mail technician responsibilities, and event coordination tasks.
- Ability to perform functions of the role within an IMA office M-F, 8am-5pm.
- Track and order office supplies and paper as needed for the entire office.
- Work on various projects and restocking of items on an as needed basis.
- Ownership of all incoming and outgoing office mail.
- Open and sort mail by destination and type.
- Readdress undeliverable mail bearing incomplete or incorrect addresses.
- Prepare, weight, and apply postage on outgoing mail & packages.
- Scan mail documents and distribute electronically in a timely manner.
- Oversight of supply inventory and ordering.
- Reception desk:
- Greet & assist all visitors with a friendly and positive attitude.
- Answer and direct incoming calls appropriately.
- Create a warm and friendly atmosphere at the front desk.
- Provide clerical and administrative support to associates including print jobs, spreadsheets, proposal assembly, and special projects as assigned.
- Assist with conference room set up and services as needed.
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Six months or more of similar or related experience preferred
- Experience with MS Office products required
- Excellent attention to detail with the ability to multitask and meet deadlines
- Strong organizational and planning skills
- Strong customer service and communication skills
- Self-starter capable of performing work independently
- Ability to be flexible and resourceful and operate with courtesy, tact, and diplomacy
- High School Diploma required
- Ability to lift 30 pounds
COMPETENCIES & TRAITS:
- Professionalism
- Interpersonal skills
- Agility/Flexibility
- Communicating
- Self-Direction
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Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut TopWork Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune TopWork Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Salary : $45,000 - $50,000
