Administrative Assistant

Hantz Group•Southfield, MI

19d

About The Position

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.

Requirements

Associates Degree or Equivalent Experience
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

Nice To Haves

Paralegal Experience Preferred
Accounting/Bookkeeping Skills Preferred

Responsibilities

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