Client Relations & Front Desk Specialist - Finance

Great Lakes Investment Advisors, Inc.; Michigan; On-site; USD 47,000 - 50,000; Full time

Benefits offered by this job

Bonus opportunities

Paid time off

Paid holidays

401(k) with employer match

Life insurance

Health insurance stipend

Licensure sponsorship

Learning & growth opportunities

Job summary

Great Lakes Investment Advisors, Inc. in Midland, MI, seeks a friendly, detail-oriented Family Relations Specialist for a full-time front-desk role.

You’ll be the first point of contact for families, clients and visitors, providing administrative support and helping ensure smooth daily operations. Responsibilities include managing calendars, answering calls, greeting visitors, maintaining files, coordinating events and campaigns, and entering client data into the CRM.

Qualifications

• 2+ years administrative experience.
• Proficiency with Microsoft Office Suite, including Excel.
• High School degree required.
• Experience in financial advisory industry or CRM is preferred.
• Strong communication and organizational skills.

Responsibilities

• Be the first contact to new and current client families.
• Answer incoming phone calls and check voicemail.
• Manage calendars, schedule and confirm meetings.
• Maintain and organize office files and documentation.
• Welcome visitors in a warm, professional manner.
• Enter and maintain client information into CRM.
• Coordinate and execute events, newsletters, and campaigns.
• Travel as needed and perform other clerical duties.

Skills

Strong organizational skills

Attention to detail

Clear and professional communication

Build and maintain clientRelationships

Independent problem solving

Adaptability and growth mindset

Pleasant, friendly demeanor

Education

High School Degree

Tools

Microsoft Office Suite

Excel

Job description

Great Lakes Investment Advisors, Inc. in Midland, MI, seeks a friendly, detail-oriented Family Relations Specialist for a full-time front-desk role.

You’ll be the first point of contact for families, clients and visitors, providing administrative support and helping ensure smooth daily operations. Responsibilities include managing calendars, answering calls, greeting visitors, maintaining files, coordinating events and campaigns, and entering client data into the CRM.