Financial Services Coordinator
2 days ago
Hantz Group is a Michigan-based financial company that specializes in helping individuals and businesses achieve their financial goals. As a Planning Analyst Intern, you will be part of the Family Office team, working closely with Financial Advisors to gain hands-on experience in the field.
Job Responsibilities- Work as a liaison between Financial Advisors and Product Providers to ensure accurate and compliant transactions.
- Daily review of new business for accuracy and compliance, then follow up with Product Providers and Financial Advisors to complete and settle transactions.
- Manage a caseload of communications, including phone calls and emails from Financial Advisors and Product Providers, to provide critical support in the funding process of customer accounts.
- Study for and obtain a Property & Casualty license, as well as opportunities for growth through acquiring FINRA Securities Licenses.
- Comply with all industry rules and regulations.
- Pursuing a Bachelor's Degree in a relevant field.
- Interest in pursuing a career in financial services.
- Availability to work 20-25 hours a week.
- Strong oral and written communication skills.
- Effective time management skills and ability to work independently.
- Detail-oriented and strong analytical problem-solving skills.
- Ability to complete industry licensing and use constructive criticism to positively influence work.
- Proficient in Microsoft Office.
Estimated Salary: $40,000 - $50,000 per year, based on location and experience.
About Hantz GroupHantz Group is an equal opportunity employer and 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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