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

· Create and maintain welcome packs, foil mailers and thank you cards

· Take inventory and/or 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 client information into CRM system

· 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

· Paid time off

· 401(k) plan

· Professional development opportunities

Pay: $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: $50,000.00 per year

Benefits:

• 401(k)
• Paid time off
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 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