Teams at Hantz Group

Provide front-desk reception and office administration: answer phones, greet clients, handle incoming/outgoing mail and faxes, log client correspondence, enter and distribute business transactions, maintain stock room and order supplies, and perform ad-hoc tasks for site and regional managers.

Support branch compliance by researching and resolving securities issues, conducting periodic branch audits, tracking complaint data, assisting regulatory inquiries, drafting supervisory policies, and recommending improvements to leadership.

As a Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with Financial Advisors to reduce clients' tax liabilities.