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@worldfinancialgroup.com
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Doris Ortiz is listed as The solution to your office management problems - Strategic thinker/Impactful leader/Staff developer based in Lake Worth, Florida, United States. AeroLeads shows a work email signal at worldfinancialgroup.com and a matched LinkedIn profile for Doris Ortiz.
Doris Ortiz previously worked as Legal Assistant Office Manager at Carl Domino Inc and Inspections Coordinator at Florida Window And Door. Doris Ortiz holds Associate'S Degree, Accounting from Laguardia Community College.
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At Carl Domino Inc, my focus on conducting support to CEO in providing operations support for financial assessments has been pivotal in guiding clients toward securing robust investment/retirement portfolio. With a foundation in customer service, my role has been enriched by a commitment to both financial and legal clients. In this dual position, I managed CFO's financial, and legal clients, ensuring client's needs were met in a timely manner. Our team has excelled in acquiring clients predominantly through referrals, a testament to our trusted relationships and service excellence.Leveraging my competencies in Microsoft Office Outlook and Excel, I facilitate meticulous administrative, project management and financial support. These skills, honed over 3 years as a Legal Assistant Office Manager, underpin my success in helping individuals navigate their financial landscapes and Family Law legal cases. I am driven by the mission to provide skilled customer service to clients with my experience and skills in the day to day administrative and management tasks.
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Florida, United States
Conduct extensive financial assessments to determine the best healthcare options, life insurance policies and pension/retirement plans. Successful in helping individuals become financially prepared for the future - acquired most of my clients through referrals.
Lake Worth, Florida
Coordinated daily inspections of completed window and door installations with municipality inspectors, home owners and installers. Monitored projects and required inspections until completion of projects. Assured construction permits were closed, allowable credits issued and collection of funds. Most importantly providing customer service during project.
Lake Worth, Fl
Recognized for my achievements in developing and implementing technical solutions for parking/public services throughout the community; maintained above average customer service ratings by providing safe parking environments and Pay-by-Phone software to ease the payment process. Motivated staff to give 110% in executing daily procedures while also encouraging team to "think outside the box" in resolving internal/external problems.
Lake Worth, Fl
Meticulously devised/executed grant funded projects to achieve specific organizational goals while providing administrative support for Executive Directors and assisting the accounting department by generating financial reports and processing annual budgets within the deadline. Oversaw the parking division to ensure high customer ratings and top-line revenue growth; implemented process improvements to increase efficiency.
Lake Worth, Fl
Strategically managed a family owned business by attaining clients through referrals and effective marketing strategies, scheduling work assignments and maintainng contractors flooring licenses. Compiled and organized contracts, licenses, permits and various documents while executing bookkeeping functions.
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Doris Ortiz is listed as The solution to your office management problems - Strategic thinker/Impactful leader/Staff developer.
AeroLeads has found 1 work email signal at @worldfinancialgroup.com for Doris Ortiz.
Doris Ortiz is based in Lake Worth, Florida, United States.
Doris Ortiz has worked for Carl Domino Inc, Florida Window And Door, City Of Lake Worth, Ortiz Flooring Inc., and U.S. Army Reserve.
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Doris Ortiz holds Associate'S Degree, Accounting from Laguardia Community College.
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