Financial Planning Assistant - Southfield - Hantz Group

    Hantz Group
    Hantz Group Southfield

    4 hours ago

    $65,000 - $135,000 (USD) per year *
    Description

    Financial Planning Assistant

    Hantz Group is a Michigan-based financial company that helps individuals and businesses achieve their goals. As a Family Office managing over $11B+ in assets with 20+ offices and 600 employees, we offer tailored services to each client.

    A Holistic Approach To Financial Planning

    We recognize each area of one's financial situation impacts the others. Our holistic approach includes Financial Planning at its core. As a Financial Planning Assistant, you'll work as part of our team with experts in various disciplines.

    • Assist advisors with booking appointments and meeting prep
    • Communicate with clients and operations teams about business flow.
    • Coordinate meetings between advisors, tax specialists, estate planners
        ,Market for property/casualty insurance service opportunities-li All other tasks assigned-lixi>

      Strong oral/written communication skills,

      nstrong organizational skills

      Basic database skills

      nProficient in Microsoft Office Must obtain required licenses*ully:
    * This salary range is an estimation made by beBee
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