Top 134 Team coordinator Jobs in Traverse City, Mi

Team Service Coordinator - Traverse City, MI
Greenleaf Trust —Traverse City, MI
- Full-time
- Mid-level
- Office
- Administrative experience
- Retirement plan
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Agent Services Coordinator
Keller Williams Northern Michigan —Traverse City, MI
- $23 - $27 an hour
- Part-time
- Microsoft Word
- CRM software
- Mid-level
- Paid training
- Paid time off
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Bookkeeper/Administrative Assistant
Fustini's Oils & Vinegars —Traverse City, MI
- $21 - $25 an hour
- Full-time
- Google Workspace
- Clean driving record
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
10d
Office Administrator / Accounting Coordinator
Revive Exteriors —Traverse City, MI
- $22 - $25 an hour
- Full-time
- Google Workspace
- Computer literacy
- Mid-level
Quick Apply
10d
Cook
Bay Ridge Assisted Living —Traverse City, MI
- $17.50 - $20.00 an hour
- Full-time
- 18 years or older
- ServSafe
- Customer service
- Paid time off
- 401(k) matching
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Site Foreman
Ritsema Associates —Traverse City, MI
- $25 - $35 an hour
- Year round work
- Construction site
- Pass drug screening
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Construction Field Foreman
Ritsema Associates —Traverse City, MI
- $25 - $35 an hour
- Year round work
- Construction site
- Pass drug screening
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Home Care Coordinator
Pace North —Traverse City, MI
- Full-time
- CPR Certification
- Clean driving record
- BLS Certification
- Paid holidays
- Disability insurance
Quick Apply
12d
Nights/Weekends Logistics Coordinator
North Bay Produce, Inc. —Traverse City, MI
- From $50,000 a year
- Weekends as needed
- Bachelor's degree
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Coord Electrical Construction- Sign on Bonus!
Munson Healthcare —Traverse City, MI
- Full-time
- CPR Certification
- Hospital
- High school diploma or GED
- Paid holidays
- Tuition reimbursement
Quick Apply
Site Superintendent
Ritsema Associates —Traverse City, MI
- $25 - $35 an hour
- Year round work
- Construction site
- Pass drug screening
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Phlebotomist- Join our blood drive team (we train) FT
Versiti, Inc. —Traverse City, MI
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid training
- Paid holidays
Phlebotomist- Donor Center (Paid Training)
Versiti, Inc. —Traverse City, MI
- Weekends as needed
- Spanish
- Microsoft Excel
- Oracle
- Paid training
- Paid holidays
School Program Coordinator
Northwest Michigan Health Services —Traverse City, MI
- $61,000 - $73,000 a year
- Full-time
- School experience
- Nursing
- HIPAA
- Health savings account
- Paid holidays
Quick Apply
9d
Team Coordinator
Dunhams Sports —Traverse City, MI
- Part-time
- Merchandising
- Mid-level
- Supervising experience
- Store discount
Email Marketing Coordinator (Year-Round)
Interlochen Center for the Arts —Interlochen, MI
- Full-time
- Marketing
- Writing skills
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
Referral Coordinator - Endocrinology and Metabolism
Munson Healthcare —Traverse City, MI
- Full-time
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Tuition reimbursement
Quick Apply
Services Specialist Assistant 8-E10 (FTS) - Kalkaska County
State of Michigan —Kalkaska, MI
- $3,844.80 - $5,294.40 a month
- Full-time
- Hybrid work
- Driver's License
- Driving
- Psychology
- Paid parental leave
- Health savings account
6d
Patient Care Coordinator - C3 (Pediatrics/Women's/Children's Services) - FT/Night
Munson Healthcare —Traverse City, MI
- Full-time
- Nursing
- RN License
- Hospital
- Paid holidays
- Tuition reimbursement
Quick Apply
Transportation Service Coordinator
BAY AREA TRANSPORTATION AUTHORITY —Traverse City, MI
- $23.09 - $29.74 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Dental insurance
- Vision insurance
Quick Apply
13d

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Team Service Coordinator - Traverse City, MI

Greenleaf Trust -
Traverse City, MI

Quick Apply

Job Details

Full-time

Benefits

Retirement plan

Qualifications

Employee relationship building

Full Job Description

Team Service Coordinator - Traverse City, MI

Who We Are

At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Full-time, in-office position seated at the Traverse City reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.

Your Role in Serving Clients and Assisting Divisions Includes:

Reception/Office Coordination/Support:

Ensure smooth office operations by providing general support and professional, timely phone coverage, using independent judgment to handle phone inquiries from clients, research and respond as appropriate within company guidelines
Welcome visitors warmly, assess their needs and create a positive first impression
Plan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference rooms
Assemble and distribute documents, presentations and meeting materials as needed
Facilitate ordering, setup and cleanup for team and client lunches
Routinely manage and organize office and kitchen supplies to maintain readiness and efficiency
Coordinate with Traverse City Market Team Lead, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs
Maintain the Traverse City Office Calendar, coordinating events and meetings
Coordinate with TC Market Team Lead and Building Manager for TC building needs and usage
Perform effectively under high volume and traffic, maintaining a positive and professional demeanor

Client Care:

Create positive relationships with external clients, third-party vendors and teammates
Coordinate & lead TRO/TSC weekly team meeting
Coordinate & lead TRO/TSC/WMA quarterly team meetings
Decision making ability to problem solve and manage workflow efficiently
Preparation of business letters and various other forms of written communications to clients
Manage the prospect-to-client lifecycle process to ensure all steps are completed
Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials and host post-meeting-meetings to understand the necessary follow-up tasks, assigning due dates and responsible parties
Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
Initiate transactions in client accounts, including deposits, transfers and disbursements
Actively support marketing events and mailings
Manage client contact through utilization of Salesforce
Maintain and update compliance-related documentation
Identify opportunities for process improvement and innovation and participate as an impactful member of workgroups and projects as assigned
Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
Perform administrative duties in support of the Client Centric Team
All other duties as assigned

DEI Commitment

Greenleaf Trust is committed to diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

Bachelor’s Degree and a minimum of one year of professional office experience or equivalent education and experience.
Prior financial services and customer service experience preferred, but not required.

Other

Regular and predictable attendance in the Traverse City, Michigan office is required.
Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

Quick Apply

Refine Your Search

team coordinator jobs in traverse city, mi

Team Service Coordinator - Traverse City, MI

Agent Services Coordinator

Bookkeeper/Administrative Assistant

Office Administrator / Accounting Coordinator

Cook

Site Foreman

Construction Field Foreman

Home Care Coordinator

Nights/Weekends Logistics Coordinator

Coord Electrical Construction- Sign on Bonus!

Site Superintendent

Phlebotomist- Join our blood drive team (we train) FT

Phlebotomist- Donor Center (Paid Training)

School Program Coordinator

Team Coordinator

Email Marketing Coordinator (Year-Round)

Referral Coordinator - Endocrinology and Metabolism

Services Specialist Assistant 8-E10 (FTS) - Kalkaska County

Patient Care Coordinator - C3 (Pediatrics/Women's/Children's Services) - FT/Night

Transportation Service Coordinator

I want to receive the latest job alert for team coordinator in traverse city, mi

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