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.
- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
- 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
- High School Diploma/GED
- Basic database skills
- Proficient in Microsoft Word, Excel, and PowerPoint
- 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.
Top Skills
What We Do
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.
