Highlights
Office Administrator Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients.
Numbers & Facts
| Location | Ann Arbor, MI |
| Industry | Financial Services |
| Company Size | 500 to 999 employees |
| Website | https://www.hantzgroup.com/ |
Description
Office AdministratorHantz 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:
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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
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About Company
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 Insurance (Life and Health) Tax Strategy and Planning Estate Planning Financial Planning and Retirement Property and Casualty Insurance (Personal and Business) Debt (Commercial and Consumer Lending) Banking and Cash Management What’s a Family Office? Family Offices were originally created by ultra-wealthy families to manage all of their needs, mainly financial and legal. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate business and personal activities. Hantz Group has modernized this business model and uses their team of experts, coordinated by a Family Office Liaison-Financial Consultant, to manage client’s needs across multiple disciplines.