Office Administrator Jobs

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.

Hantz Group

Areas Of Focus

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Asset Management

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Financial Planning and Retirement

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Insurance

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Tax Strategy and Planning

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Cash Flow Analysis

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Debt Strategies

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Estate Planning

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Property and Casualty Insurance

The Role of an Office Administrator

As an Office Administrator, you will work as a receptionist, welcoming clients, deliveries and guests into the office, answer phone calls, enter business into our system, handle incoming and outgoing mail and comply with industry requirements. You will work the Senior Vice President assigned to the region along with the OA Coordinator to main a professional environment for the office.

Essential Job Functions

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Answer phones

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Greet clients

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Maintain a good rapport with clients as well as staff members.

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Prepare overnight mail

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Open and distribute all mail; determine items that need to be logged

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Develop daily incoming client correspondence log

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Receive overnight mail and faxes

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Enter business for your office

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Develop packing slips for all paperwork sent to headquarters

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Enter business for other offices in your region, as required

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Enter and forward checks and stock certificates

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Distribute and enter trade confirmations

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Collect and distribute voice messages from general mailbox

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Maintain stock room

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Order office supplies including stationery

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Order stamps

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Order shipping supplies

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Perform ad-hoc assignments as requested by OA Coordinator, Site Manager and Regional Manager

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All other tasks assigned

Education/Knowledge & Skills

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High School Diploma/GED

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Basic database skills

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Proficient in Microsoft Word, Excel, and PowerPoint

Benefits

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Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

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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.

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