- 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 is a contracted position with expectations to work hours/week. · ...
Farmington Hills1 month ago
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This position provides business planning assistance as a contractor. The role involves cost registration duties and transferring responsibilities from full-time employees. · Bachelor's Degree in Accounting or Business Administration · 1-3 years of business accounting/finance expe ...
Farmington Hills Freelance1 month ago
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This is a contracted position with expectations to work hours/week.The responsibilities performed by full-time employees will be transferred to this Contract Employee to increase the added value of operations. · ...
Farmington Hills1 month ago
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This is a contracted position to perform cost registration duties. · Bachelor's Degree in Accounting, Business Administration, or a suitable field. · 1-3 years of business accounting/finance experience. · ...
Farmington Hills, MI1 month ago
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JOB DESCRIPTION · Assistant Manager, Planning · FLSA Status: Exempt · Full-Time · Pay Grade: M-12 · SUPERVISION · Supervision Received: Reports to Planning Manager · Supervision Given: May have direct reports · DESCRIPTION · Under the direction of the Planning Manager, the Assist ...
Pontiac, MI1 week ago
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The Assistant Manager, Planning will assist with the daily oversight and special assignments of staff within the Planning and Zoning Division. · The incumbent in this position will work closely with the Planning Manager and Planning and Zoning Division staff to ensure customer se ...
Pontiac $67,000 - $104,000 (USD) Full time1 week ago
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Blumark Financial Advisors is looking for a goal-oriented individual to join our Financial Planning team. · ...
Auburn Hills1 month ago
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· JOB DESCRIPTION · Assistant Manager, Planning · FLSA Status: Exempt · Full-Time · Pay Grade: M-12 · SUPERVISION · Supervision Received: Reports to Planning Manager · Supervision Given: May have direct reports · DESCRIPTION · Under the direction of the Planning Manager, the Ass ...
Pontiac, MI, US5 days ago
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This position is part of our team that provides compassionate and person-centered care. We honor the dignity of every person and recognize the unique perspectives each colleague brings. · ...
Ann Arbor1 month ago
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· Blumark Financial Advisors is looking for a goal-oriented individual to join our Financial Planning team. We are a boutique firm offering holistic solutions to assist our clients in attaining their long-term financial goals. If you are growth-minded and looking to develop yo ...
Auburn Hills, MI $65,000 - $135,000 (USD) per year3 days ago
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Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. · We grow stronger together and deliver more compassionate, person-centered care. · ...
Ann Arbor Full time1 month ago
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This is a contracted position with expectations to work hours/week. Contractor to perform cost registration duties. · The responsibilities performed by full-time employees will be transferred to this Contract Employee to increase the added value of operations. ...
Farmington Hills, MI1 month ago
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This position is part of our team that provides compassionate and person-centered care. · ...
Ann Arbor1 week ago
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The Discharge Planning Assistant will assist with the transition of patients from hospital care to community-based settings. · ...
Ann Arbor, MI1 month ago
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Job Description · This Opportunity · We are looking for a transit-focused planning professional based in Southeast Michigan who has strong technical skills in data-driven analysis, multimodal network planning, and transportation systems. This person will play a key role in leadin ...
Detroit3 days ago
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Description · This Opportunity · We are looking for a transit-focused planning professional based in Southeast Michigan who has strong technical skills in data-driven analysis, multimodal network planning, and transportation systems. This person will play a key role in leading an ...
Detroit, MI, United States4 days ago
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Employment Type: · Part time · Shift: · Day Shift · Description: · JD · Our Commitment · Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground an ...
Livonia6 days ago
- Work in company
Purchasing/Material Planning Assistant -- Industrial Manufacturer (35910)
Only for registered members
An international semiconductor manufacturer seeks a Purchasing/Material Planning Assistant responsible for assisting in planning and monitoring materials and inventory. · ...
Novi, MI1 month ago
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Thisisanexecutivememberofstaffprovidingsupporttoexecutivesandmaintainingcommunicationonbehalfofthem. · -Provideexecutiveadministrativesupport · -Manage dailyschedules · -Coordinate meetings, · handleexpensereports · -Maintaincommunicationonbehalfofexecutives, · -Assistanthinadmin ...
Southfield1 month ago
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Barton Malow is looking for an experienced Construction Superintendent to join our team assisting the education group. · ...
Southfield1 month ago
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The Construction Manager serves as the on-site community representative and supports Sun's Construction Services team in managing assigned expansion, · development, and capital projects. ...
Southfield3 weeks ago
Financial Planning Assistant - Southfield - Hantz Group
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.
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Contract Business Planning Assistant
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Contract Business Planning Assistant
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Contract Business Planning Assistant
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Contract Business Planning Assistant
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Assistant Vice President, Transit Planning
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