Great Lakes Investment Advisors, a financial services firm with a thriving office in Midland, MI is seeking a proactive and organized individual with an outgoing and friendly personality to join our team. The ideal candidate will be a detail-oriented individual with excellent communication skills and the ability to multitask in a fast-paced environment.
Key responsibilities:
- 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 and invoices
- Create and maintain welcome packs, foil mailers and thank you cards
- Take inventory or and order office supplies, as needed
- Assist with the coordination and execution of marketing events, newsletters and social media sites
- Help with the planning and execution of client events and campaigns
- Enter consumers intro CRM, updating or adding information and data, 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 faxing
The right candidate will possess the following qualifications:
- Proven experience working in an administrative role (Required)
- Proficient in Microsoft Office Suite (Required)
- Prior experience working in financial advisory industry (Preferred)
- Excellent organizational and time management skills
- Strong written and verbal communication skills
- Ability to be discrete and maintain confidentiality
Benefits:
- Competitive salary
- Health, dental and vision insurance
- Paid time off
- 401(k) plan
- Professional development opportunities
Pay: $45,000 - 50,000 + bonus potential
If you meet the specifications listed above and are excited about our role and the potential to join our team, we would love to hear from you!
Job Type: Full-time
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
Experience:
- Administrative: 3 years (Required)
- Microsoft Office: 3 years (Required)
Ability to Commute:
- Midland, MI 48640 (Required)
Ability to Relocate:
- Midland, MI 48640: Relocate before starting work (Required)
Work Location: In person