Office Admin Coordinator
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:
- Financial Planning and Retirement
- Tax Strategy and Planning
- Property and Casualty Insurance
Essential Job Functions:
- Oversee Office Administrator (OA) Staff
- Coordinate Coverage for Offices When Staff Members are Out
- Fill in where needed on OA Duties including Greeting Clients, Answering Phone, Sorting Mail, Entering Business
- Maintain a Good Rapport with Clients as well as Staff Members
- Prepare Overnight Mail
- Coordinate Opening and Distributing Mail; Determine Items that Need to be Logged
- Develop Daily Incoming Client Correspondence Log and Track Office Logs
- Receive Overnight Mail and Faxes
- Enter and Forward Checks and Stock Certificates
- Distribute and Enter Trade Confirmations
- Collect and Distribute Voice Messages from General Mailbox
- Maintain Stock Room and Organization of Mail Room
- Order Office Supplies, Shipping Supplies and Stamps
- Maintain Postage Meter Machine
- Communicate with Operations and Disciplines Departments on Upcoming Changes
- Coordinate Training for OA
- Review/Approved Paid Time Office Requests
- Perform Ad-Hoc Assignments as Requested by Manager, Regional Manager or Senior Vice Presidents
- All Other Tasks Assigned
Education/Knowledge & Skills:
- High School Diploma/GED
- Strong Written and Verbal Communication Skills
- Proficient in Microsoft Word, Excel, and PowerPoint
- Possess Leadership Qualities
- Basic Database Skills
- Must Have a Strong Work Ethic
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.
