Job Information
Hantz Group Office Administrator in Traverse City, Michigan
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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