Receptionist

Job Description

Job Description

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

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

Check Us Out and Apply Today!

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We help you pursue your goals and guide individuals and families toward their ideal retirements.

Company Description

We help you pursue your goals and guide individuals and families toward their ideal retirements.