Receptionist / Office Administrator

Hantz Group

Ann Arbor, MI

JOB DETAILS
JOB TYPE
Full-time
SKILLS
Administrative Skills, Asset Management, Cash Flow Projection, Develop and Maintain Customers, Estate Planning, Fax Machines, Finance, Financial Planning, High School Diploma, Insurance, Mail Processing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Order Supplies, Organizational Skills, Property and Casualty Insurance, Retirement Planning, Sales, Strategic Planning, Tax Planning, Telephone Skills, Time Management
LOCATION
Ann Arbor, MI
POSTED
2 days ago
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.
 

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About the Company

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Hantz Group

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.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
WEBSITE
https://www.hantzgroup.com/