Administrative Assistant

Administrative Assistant
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.
 

 Company 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

Hantz Trust Administrative Assistant:

As an Assistant within the Trust department you will monitor and process trusts and beneficiary transactions in which Hantz Trust is named.

Essential Job Functions:

• Perform data entry based on the review, tracking, and reporting of trust beneficiary transactions
• Accurately track trust transactions entered
• Provide report reflecting information in trusts
• Perform routine administrative and clerical duties such as mailings, photocopying, scanning and retrieving and distributing mail
• Assist with preparation of documents or other materials, maintain files and client communication
• Assist to ensure that appropriate and relative account information is on file and accessed according to current processes
• All other tasks assigned

Education/Knowledge & Skills:

• Associates Degree or Equivalent Experience
• Paralegal Experience Preferred
• Accounting/Bookkeeping Skills Preferred
• Strong written and verbal communication skills
• Ability to work with others and in an independent role
• Strong organizational skills and attention to details
• Proficient in Microsoft Office
• Must have a strong work ethic

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.