It is time to explore new challenges in your career. Great Lakes Investment Advisors is an independent, privately-owned, financial services company in Midland, MI. We are looking to add a full-time office manager to our team.

Our Investments in You:

  • Paid time off
  • Professional development
  • Professional growth and income opportunities

The Expertise We’re Looking For:

  • Prior Office Management/Administrative Experience (Required)
  • Prior Experience in Personnel Management (Required)
  • Proficiency with Microsoft Office suite, including Excel (Required)
  • High school degree (Required)
  • Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Office Manager:

  • Able to communicate verbally and in writing
  • Able to effectively manage and delegate tasks
  • Knowledge of business and management principles involved in strategic planning, resource allocation, leadership techniques and coordination of people and resources

What You Will Be Responsible For:

  • Oversee all operations and personnel within the administrative functions of organization
  • Oversee billing, expenses and payroll functions of organization
  • Be the subject matter expert in all administrative systems
  • Handle day-to-day client transactions and problem resolution, escalate items as needed
  • Create and manage the training plan for all employees
  • Develop, report and manage all administrative productivity metrics
  • Assist in completing new account paperwork and annuity and life insurance applications
  • Follow-up with insurance companies and other third-parties for case updates
  • Process new business applications with detail and accuracy and submit to appropriate carriers
  • Obtain necessary documents and signatures from clients for carrier approval
  • Track application process
  • Complete all new licensing requirements
  • Enter pertinent data in CRM and other technology platforms
  • Prepare needed information, reports and materials for consumer appointments
  • Provide day-to-day management of company including directing employees under your supervision
  • Recruit prospective employees
  • Partner with CEO to discipline and discharge employees
  • Effectively manage time and attendance system for all assigned employees
  • All other duties as assigned

Pay: $65,000-75,000

Check out our website: https://greatlakesinvestmentadvisors.com/index.html

Find us on: Tune into Your Financial Empower Hour at 8 a.m. each Sunday on WSGW-AM. Listen to our podcast, Your Financial Empower Hour on Apple Podcasts, Google Podcasts, Amazon Music, and Spotify. You may also have seen Jason Cryderman on The CW46, NBC25, and Fox66.

Community Engagement: Great Lakes partners with United Way &  Aaron’s Gifts From Home.

Email your resume to rsliefert@gradientfg.com to apply.