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Clerical Admin

Company: Hantz Group
Location: Clinton
Posted on: May 16, 2022

Job Description:

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
  • Insurance
  • Banking & Cash Management
  • Estate Planning
  • Financial Planning & Retirement
  • Tax Strategy and Planning
  • Debt (Commercial and Consumer Lending)
  • Property & Casualty Insurance (Personal & Business)

    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 stationary and Product Company sales kits
    • Order office supplies
    • Order stamps
    • Order UPS 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

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Keywords: Hantz Group, Ann Arbor , Clerical Admin, Administration, Clerical , Clinton, Michigan

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