Office Administrator

Traverse, MI
Full Time
Operations/Financial Discipline
Entry Level
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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