Office Administrator

Hantz Group; Grand Rapids (MI); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player seeks an Office Admin to support a dynamic team in a collaborative environment. The role involves managing client interactions, handling correspondence, and ensuring smooth office operations. With a focus on client satisfaction, this position offers an opportunity to contribute to a holistic approach to financial services. Ideal candidates will possess strong organizational skills and proficiency in Microsoft Office. Join a team dedicated to helping clients achieve their financial goals while enjoying a range of benefits including health insurance and a 401K plan.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401K

Voluntary LTD

Voluntary Life Insurance

Flexible Spending

Qualifications

• Basic database skills and proficiency in Microsoft Office Suite.
• High School Diploma or equivalent required.

Responsibilities

• Answer phones and greet clients while maintaining rapport.
• Prepare and distribute mail, including logging items.
• Manage office supplies and perform ad-hoc assignments.

Skills

Basic database skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Education

High School Diploma/GED

Job description

Office Admin

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	Financial Planning and Retirement
Insurance	Tax Strategy and Planning
Cash Flow Analysis	Debt Strategies
Estate Planning	Property and Casualty Insurance

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 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

Education/Knowledge & Skills:

• High School Diploma/GED
• Basic database skills
• Proficient in Microsoft Word, Excel, and PowerPoint

Benefits:

• 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.