Office Staff

Job Opportunity : Office Administrator

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.

Areas of Focus : Asset Management

Financial Planning and Retirement

Insurance

Tax Strategy and Planning

Cash Flow Analysis

Debt Strategies

Estate Planning

Property and Casualty Insurance

Essential Job Functions :

Answer phones

Greet Clients

Maintain a good rapport with clients as well as staff members

Prepare overnight mail

Open and distribute all mail; determine items that need to be logged

Develop daily incoming client correspondence log

Receive overnight mail and faxes

Enter business for your office

Develop packing slips for all paperwork sent to HQ

Enter business for other offices in your region, as required

Enter and forward checks and stock certificates

Distribute and enter trade confirmations

Collect and distribute voice messages from general Mailbox

Maintain Stock Room, order Hantz stationery and Product Company sales kits

Order office supplies

Order stamps

Order shipping supplies

Perform ad-hoc assignments as requested by OA Coordinator, Site Manager and Regional Manager

All other tasks assigned

Education / Knowledge & Skills :

High School Diploma / GED

Basic database skills

Proficient in Microsoft Word, Excel, and PowerPoint

Benefits :

Health / Dental / Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.