Operations Specialist

Hantz Group•Southfield, MI

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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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 Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance As an Operations Specialist, you will work as a liaison between our field staff and product companies, our advisors achieve the company’s core objective of holistic approach to planning. These processes ensure our clients receive accurate and timely service to achieve their financial goals.

Requirements

Excellent communication (verbal and written) and interpersonal skills
Strong attention to detail
Excellent problem solving skills
Team player
Ability to review high degrees of independent judgment to coordinate investigations, review documentation and resolve issues
Good problem solving and decision-making ability
Proven analytic and time management skills; quick learner
High proficiency with PC desktop applications and MS Office
Bachelor's degree in Finance, Economics, Business Administration, or other related field or equivalent work experience
Must have the ability to obtain securities and insurance licenses

Responsibilities

Liaison for Registered Representative and Product Providers
Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Registered Representatives to complete and settle transactions/ business
Enter Trades, Reconcile Settlements, Clearing, Regulatory Aspects
Review trade exceptions that are reported through the clearing firm and Product Providers
Manage a case load of communications including phone calls, and emails from Registered Representatives, and Product Providers to provide critical support in the funding process of customer accounts
Track and assist the timely transfer of assets for client accounts
Handling service questions on clients’ accounts as well as assisting with administrative, procedural, operational and trade information
Post commissions timely and accurately
All other task assigned