
location_on436, East Miller Road, Homer Township, Midland County, Michigan, 48640, United States
Great Lakes Investment Advisors is an independent, privately-owned financial services company based in Midland, MI. Our mission is to help individuals and families achieve their ideal retirement. We take our responsibility seriously: we assess your financial situation and make only those recommendations that are in your best interest, operating with unwavering integrity and transparency.
We are seeking a friendly, detail-oriented, and organized Family Relations Specialist to support our team and ensure the smooth day-to-day operation of our office. As the first point of contact for families, clients, and visitors, you will serve as the welcoming face of our firm while providing essential administrative support. This role is ideal for someone who thrives in a fast-paced, service-driven environment and takes pride in creating a professional, welcoming experience for everyone who walks through our doors.
At Great Lakes Investment Advisors, we are more than just a financial firm; we are a family. We value clear and professional communication, strong organizational skills, and the ability to build meaningful relationships. We look for team members who are positive, adaptable, and eager to grow with the role.
To get a deeper sense of our culture and approach to financial empowerment, we invite you to explore our digital presence:
Work model: On-site
436, East Miller Road, Homer Township, Midland County, Michigan, 48640, United States
Homer Township, Michigan
Skills: Microsoft Office Suite, Excel, CRM Systems.
Education: High School Degree required.
Prior experience working in the financial advisory industry. Prior customer service or hospitality experience. Prior experience working with CRM systems. Prior sales experience.
Great Lakes Advisors® is an investment management firm based in Chicago, Illinois, established in 1981. The company operates from its headquarters along with additional offices in Tampa, Florida, and Stamford, Connecticut. It provides a diverse array of fixed income and equity strategies designed to accommodate all market capitalizations. The firm maintains specialized portfolio management capabilities focused on ESG, Socially Responsible, Tax Managed, and Customized account solutions.
The organization serves a broad spectrum of institutional and individual clients. Its client base includes public funds, multi-employer plans, corporations, religious communities, endowments, foundations, health care plans, and private wealth management accounts. These services are delivered with a focus on tailored investment approaches to meet specific financial goals and compliance requirements across various sectors.
Browse more roles: All Great Lakes Advisors® jobs, admin jobs on Recrutus.