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Tax Planning 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, h…
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Tax Planning 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, h…
Senior Tax Planning 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 as…
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Tax Planning 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, h…
Tax Associate 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+ off…
Skills: Tax Analysis, Tax Projections, Tax Planning, Microsoft Office, Written Communication
Senior Tax Planning 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 as…
Senior Tax Planning 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 as…
Senior Tax Planning 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 as…
Saginaw Charter Township, Michigan, United States · On-site
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Tax Planning 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, h…
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Full-time
high school
Health Insurance, Dental Insurance, Vision Insurance, Paid Time Off, 401k, Voluntary Long Term Disability
Posted 6d ago
Apply by Oct 19
~40 hrs/week
Responsibilities
The role involves managing front-desk operations, including greeting clients and handling phone communications. Additionally, the administrator is responsible for mail processing, data entry, and maintaining office supplies.
Requirements
Candidates must have a High School Diploma or GED. Proficiency in Microsoft Office Suite and basic database skills are required.
Full job description
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
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.
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families.
The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset.
The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.
Offices: 26200 American Dr, Fifth Floor, Southfield, MI 48034, US
Using Intellectual leverage by utilizing different specialists all under one roof to help our clients hit their financial goals as efficiently as possibleDebt StrategiesBankingTax PlanningFinancial PlanningInsuranceRisk ManagementAsset ManagementInvestmentsand Estate Planning
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families.
The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset.
The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.
Offices: 26200 American Dr, Fifth Floor, Southfield, MI 48034, US
Using Intellectual leverage by utilizing different specialists all under one roof to help our clients hit their financial goals as efficiently as possibleDebt StrategiesBankingTax PlanningFinancial PlanningInsuranceRisk ManagementAsset ManagementInvestmentsand Estate Planning