Team Service Coordinator - Traverse City, MI

Greet and assist clients and teammates at the Traverse City reception desk while managing phone inquiries and coordinating office workflow. Plan accommodations for guests, organize conference rooms, and distribute meeting materials. Lead weekly and quarterly team meetings, maintain the office calendar, and manage client documentation for Trust Committee Meetings. Initiate client account transactions including deposits and transfers, and utilize Salesforce to manage the prospect-to-client lifecycle. Prepare business letters, host post-meeting follow-ups, and support marketing events. Perform administrative duties to ensure smooth office operations and maintain compliance documentation under general supervision.