Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Great Lakes Investment Advisors, a financial services firm in Midland, MI, has an opening for a full-time Director of First Impressions – and this is far more than just another job opportunity!
When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide:
- 401(k)
- PTO
- Paid holidays
- Professional development
You’re probably wondering a little more about what we need, so here it is:
- Prior office administrative experience (Required)
- Prior experience working in Microsoft Office Suite (Required)
- Prior experience working in financial advisory industry (Preferred)
- High school diploma (Required)
- Strong and effective verbal and written communication skills
Want some more specifics? If you join the Great Lakes Investment Advisors team, here’s what you’ll be doing:
- Answer incoming phone calls and check voicemail
- Confirm scheduled appointments and events with clients via phone and email
- Serve visitors by greeting, welcoming, directing and announcing them appropriately
- Sort and handle mail and invoices
- Create and maintain welcome packs, foil envelope mailers, and thank you cards
- Schedule appointments and maintain calendars for financial advisors
- Take inventory and order office supplies
- Assist with marketing, newsletters, social media
- Help plan client events and campaigns
- Clean and prep meeting rooms for visits
- Perform other clerical duties such as filing, photocopying, collating, faxing etc.
- Build strong, meaningful relationships with clients
- All other duties as assigned
Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Apply on Indeed: Director of First Impressions or email your resume to rdavis@gradientfg.com
