Operations Specialist
Hantz GroupSouthfield, MI, US30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionLiaison for Registered Representative and Product Providers Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Registered Representatives to complete and settle transactions / business Enter Trades, Reconcile Settlements, Clearing, Regulatory Aspects Review trade exceptions that are reported through the clearing firm and Product Providers Manage a case load of communications including phone calls, and emails from Registered Representatives, and Product Providers to provide critical support in the funding process of customer accounts Track and assist the timely transfer of assets for client accounts Handling service questions on clients’ accounts as well as assisting with administrative, procedural, operational and trade information Post commissions timely and accurately All other task assigned Education / Knowledge & Skills : Excellent communication (verbal and written) and interpersonal skills Strong attention to detail Excellent problem solving skills Team player Ability to review high degrees of independent judgment to coordinate investigations, review documentation and resolve issues Good problem solving and decision-making ability Proven analytic and time management skills; quick learner High proficiency with PC desktop applications and MS Office Bachelor's degree in Finance, Economics, Business Administration, or other related field or equivalent work experience Must have the ability to obtain securities and insurance licenses 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. Powered by JazzHR
Operations Specialist 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 manages over $11B+ of assets, has 20+ offices and over 600 employees.
We offer 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 As an Operations Specialist, you will work as a liaison between our field staff and product companies, our advisors achieve the company’s core objective of holistic approach to planning.
- These processes ensure our clients receive accurate and timely service to achieve their financial goals.
Essential Job Functions :
Create a job alert for this search
Operation Specialist • Southfield, MI, US
Related jobs
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 manages over $11B+ of assets, has...Show moreLast updated: 30+ days ago
Plan, coordinate and supervise daily activities of assigned department; ensure efficient operations.Perform all jobs safely, efficiently and accurately to maintain and improve the performance of th...Show moreLast updated: 30+ days ago
Head Of Gre Operations Construction & Fm.Help shape the future of mobility.Why join Aptiv? You'll have the opportunity to work on cutting-edge applications, develop breakthrough technologies, and ...Show moreLast updated: 30+ days ago
Candidates for this work-from-home position must be 21 or older, have an SSN, own a.Pennsylvania, Michigan and West Virginia.
We are a gambling technology company seeking talented and motivated indi...Show moreLast updated: 30+ days ago
The Operations Manager reports to the site GM / Director and is responsible for fulfillment operations, including mentorship of a team and the lifecycle of products within their department or area.Th...Show moreLast updated: 30+ days ago
Staffing Operations Specialist.Continental is looking for a standout Staffing Operations Specialist.We're looking for someone who thrives while collaborating, loves building cross-department relati...Show moreLast updated: 30+ days ago
Prepare documentation, dock receipts, bills of lading, export declarations.File SED's (Shippers Export Declarations).Track and trace cargo as necessary to insure proper movement and delivery.Provid...Show moreLast updated: 22 days ago
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
General instructions and procedures are provided to p...Show moreLast updated: 30+ days ago
To become the leading Home Dcor retailer.Enable everyone to affordably make their house a home.The Operations Lead (OL) oversees store processes and supports an active selling culture by ensuring t...Show moreLast updated: 30+ days ago
Estes Final Mile Job Opportunity.Estes Final Mile, a wholly owned subsidiary of Estes Express Lines, was launched in 2016 to address the growing demand for final mile delivery of consumer and retai...Show moreLast updated: 30+ days ago
We are immediately hiring an Operations Coordinator in Brownstown, MI for our Supply Chain Solutions division.Apply here today to speak with a Recruiter about the position and perks of joining our ...Show moreLast updated: 1 day ago
Traveling Operations Specialist - Senior Living.Must reside in Michigan; position requires extensive travel (80% or more) throughout Mid-Michigan.
Competitive Salary & Comprehensive benefits.Opportu...Show moreLast updated: 30+ days ago Focus on the core content of the job post.Remove all extra metadata from the top of the page.Delete hanging information like department, location, job_id, and requisition_id.Remove obvious / redundan...Show moreLast updated: 30+ days ago 
The Event Operations Specialist plays a dual role in supporting event execution and labor operations for Huntington Place.
This position serves as a liaison between clients, internal departments, un...Show moreLast updated: 30+ days ago
Customer Service & Operations Specialist.Are you a seasoned customer service professional with a knack for logistics and a drive for operational excellence? Do you thrive in a dynamic, fast-paced e...Show moreLast updated: 2 days ago
Global Funds Transfer Operations Specialist I.The Global Funds Transfer (GFT) Operations Specialist I position will be responsible for performing various production related tasks to ensure timely a...Show moreLast updated: 30+ days ago
Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the content beautiful and high signal to noise ratio.Remove all emojis, speci...Show moreLast updated: 10 days ago
ID Logistics (IDL), a global leader in third-party logistics, combines entrepreneurial spirit with a dedication to operational excellence.
We were founded in Orgon, France, and have a US base in Scr...Show moreLast updated: 10 days ago
Join DirectRx Pharmacy, recognized as one of the Top 100 Best Places to Work in Michigan.At DirectRx, we are committed to delivering reliable, patient-focused care supported by strong operations an...Show moreLast updated: 1 day ago
We're changing lives every day.For both our patients and our team members.Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with y...Show moreLast updated: 30+ days ago
- Promoted
Operations Specialist
Hantz GroupSouthfield, MI, USFull-time
- Promoted
OPERATIONS RESOURCE LEADER (Supervisor)
KrogerLivonia, MI, USFull-time
- Promoted
GRE Operations Lead
AptivTroy, MI, USFull-time
- Promoted
Execution Specialist
ReeledgeRedford, MI, USFull-time
- Promoted
Operations Manager
AdvatixBelleville, MI, USFull-time
- Promoted
Staffing Operations Specialist
Continental ServicesTroy, MI, USFull-time
- Promoted
Operations Specialist
Crane WWRomulus, MI, USFull-time
- Promoted
Branch Operations Specialist
Raymond James FinancialAnn Arbor, MI, USFull-time
- Promoted
Operations Lead - FT
At Home Stores LLCWixom, MI, USFull-time
- Promoted
Job EFM-Specialist, Logistics Operations
Estes Forwarding WorldwideNovi, MI, USFull-time
- Promoted
Operations Coordinator
RyderFlat Rock, MI, USFull-time
- Promoted
Operations Specialist
StoryPointBrighton, MI, USFull-time +1
- Promoted
Operations Lead - PT
At Home Stores LLCBloomfield Hills, MI, USFull-time
- Promoted
Events Operations Specialist
ASM GlobalDetroit, MI, USFull-time
- Promoted
Customer Service and Operations Specialist
Pratt IndustriesDundee, MI, USFull-time
- Promoted
Global Funds Transfer Operations Specialist
ComericaNovi, MI, USFull-time
- Promoted
Manager, Operations
LinamarSouthfield, MI, USFull-time
- Promoted
SR Operations Supervisor, 2nd Shift
ID LogisticsFlat Rock, MI, USFull-time
- Promoted
Operations and Logistics Optimization Specialist
DirectRxTroy, MI, United StatesFull-time
- Promoted
Center Operations Director
ChenMedEastpointe, MI, USFull-time