Employment Opportunities
About Us
Join our family! Great Lakes Investment Advisors is an independent, privately-owned financial services company in Midland, MI. At Great Lakes Investment Advisors, it is our mission to help individuals and families achieve their ideal retirement. It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
Job Description
About the Position
We are seeking a friendly, detail-oriented, and organized full-time Family Relations Specialist to support our team and help ensure the smooth day-to-day operation of our office. In this front-desk role, you will be the first point of contact for families, clients, and visitors while providing administrative support to the team. This is an excellent opportunity for someone who enjoys a fast-paced, service-driven environment and takes pride in creating a welcoming, professional experience for others.
Responsibilities
Be the first contact to new and current client families
Answer incoming phone calls and check voicemail
Manage calendars, including scheduling and confirming meetings, and appointments
Maintain and organize office files and documentation
Welcome visitors in a warm manner
Sort and handle mail
Create and maintain welcome packs & mailings to clients
Assist with the coordination and execution of marketing events, newsletters, and social media sites
Help with the planning and execution of events and campaigns
Follow-up with leads to the office and from events
Enter and maintain client information into CRM as needed
Clean and prepare meeting rooms prior to visits
Build strong, meaningful relationships with clients
Perform other clerical duties such as filing, photocopying, collating, and scanning
Travel as needed
All other duties as assigned
Qualifications
- 2+ Years Administrative Experience (Required)
- Proficiency with Microsoft Office Suite, Including Excel (Required)
- High School Degree (Required)
- Prior Experience Working in Financial Advisory Industry (Preferred)
- Prior Customer Service / Hospitality Experience (Preferred)
- Prior Experience Working with CRM Systems (Preferred)
- Prior Sales Experience (Preferred)
- Clear and Professional Communication (Verbal & Written)
- Strong Organizational Skills & Attention to Detail
- Ability to Build and maintain Client Relationships
- Positive, Friendly, and Professional Demeanor
- Willingness to Adapt and Grow with the Role
- Ability to Work Independently and Solve Problems Proactively
Our Investments In You
- Pay: $47,000 – $50,000 DOE
- Quarterly and Annual Bonus Opportunities
- PTO & Paid Holidays
- Sick Time
- 401k & (Limited) Employer Match
- Life Insurance Available
- Health Insurance Stipend Available
- Life & Health Licensure Sponsorship
- Learning & Growth Opportunities