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.

Hantz Group

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Administrative Assistant