Financial Services Coordinator

4 weeks ago


Maumee, Ohio, United States Hantz Group Full time
Job Summary

Hantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented Planning Analyst Intern to join our team. As a Planning Analyst Intern, you will be integrated into our Family Office, working closely with our Financial Advisors to gain valuable hands-on experience in the financial services industry.

Key Responsibilities:

  • Work as a liaison for Financial Advisors and Product Providers
  • Manage a case load of communications, including phone calls and emails, to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations

Requirements:

  • Pursuing a Bachelor's Degree
  • 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

Hantz 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.



  • Maumee, Ohio, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...


  • Maumee, Ohio, United States Toledo Financial Group, Inc Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented individual to assist our Financial Advisor in providing exceptional service to clients.Responsibilities:Support the Financial Advisor in preparing for client meetings and ensuring timely follow-up on pending service items.Communicate with clients and various investment and insurance companies...


  • Maumee, Ohio, United States Toledo Financial Group, Inc Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented individual to assist our Financial Advisor in providing exceptional service to clients. The ideal candidate will have previous experience in banking, finance, or a related field and be proficient in using CRM software such as Salesforce or Redtail.Key Responsibilities:Support the Financial...


  • Maumee, Ohio, United States Sun Federal Credit Union Full time

    Job SummaryWe are seeking an experienced and detail-oriented Financial Operations and Accounting Specialist to join our team at Sun Federal Credit Union.The ideal candidate will have a strong background in accounting and financial operations, with experience in accounts payable, expense reporting, and general ledger management.The successful candidate will...


  • Maumee, Ohio, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading Michigan-based financial services company, is seeking a highly skilled Financial Planning Assistant to join their team. As a key member of the financial planning practice, you will work closely with experienced Financial Advisors and other specialists to deliver exceptional client service and support.Key...

  • Activity Coordinator

    4 weeks ago


    Maumee, Ohio, United States Trilogy Management Services, LLC Full time

    About the Role: We are seeking a skilled Activity Coordinator to join our team at Trilogy Management Services, LLC. As an Activity Coordinator, you will be responsible for organizing and planning programs, activities, events, and entertainment to enhance the lives of our residents. This is an exciting opportunity to put your creativity to work and make a...


  • Maumee, Ohio, United States Integrated Talent Strategies Full time

    Accounting and Financial Services ManagerIntegrated Talent Strategies (ITS) is working with a manufacturing leader to find a highly skilled Accounting and Financial Services Manager. This is a direct-hire opportunity with a competitive compensation and benefits package.Responsibilities: Maintain General Ledger (GL) for accurate financial reporting Prepare...


  • Maumee, Ohio, United States Sole Hire LLC Full time

    We are seeking a dedicated professional to join our team at Sole Hire LLC as a Student Services Advisor. In this role, you will play a vital part in fostering student success through education.Key Responsibilities:Implement and coordinate student success and retention strategies.Facilitate re-entry campaigns for students who have paused their studies.Conduct...


  • Maumee, Ohio, United States Sole Hire LLC Full time

    We are seeking a dedicated professional to join our team as a Student Services Advisor. This role will focus on fostering student success through education, working closely with the Director of Student Services to develop and implement strategies for student onboarding, orientation, retention, and tuition advising.Key Responsibilities:Develop and coordinate...


  • Maumee, Ohio, United States ProMedica Full time

    ProMedica is a leading healthcare organization that values patient-centered care. As a Patient Service Coordinator, you will play a critical role in delivering exceptional service to our patients and families.Key Responsibilities:Provide a warm and welcoming experience for patients and visitors, ensuring a positive first impression of our practice.Register...

  • Activity Coordinator

    4 weeks ago


    Maumee, Ohio, United States Trilogy Management Services, LLC Full time

    About the Role:As an Activity Coordinator at Trilogy Management Services, LLC, you will have the opportunity to make a meaningful impact on the lives of our residents. We are seeking a passionate and creative individual to join our team and help bring excitement and joy to our community.Responsibilities:Organize and plan programs, activities, events, and...

  • Financial Aid Advisor

    4 weeks ago


    Maumee, Ohio, United States Sole Hire LLC Full time

    Job SummaryWe are seeking a skilled Financial Aid Advisor to join our team at Sole Hire LLC. The ideal candidate will have a strong understanding of financial aid policies and procedures, with excellent communication skills to advise students and families throughout the financial aid process.This is a full-time direct hire role, requiring a thorough...

  • Financial Aid Advisor

    4 weeks ago


    Maumee, Ohio, United States Sole Hire LLC Full time

    Job Title: Financial Aid AdvisorSole Hire LLC is seeking a highly skilled Financial Aid Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional student-focused support and advising students and families throughout the financial aid process.This is a full-time direct hire role, and we are looking for a...

  • Financial Aid Advisor

    1 month ago


    Maumee, Ohio, United States Sole Hire LLC Full time

    Job Title: Financial Aid AdvisorLocation: Maumee, OHSole Hire LLC has been exclusively selected to spearhead the search for a skilled Financial Aid Advisor for our client in the for-profit higher education sector. This is a full-time direct hire role.We are looking for a candidate situated within a commutable distance to our Maumee, OH campus, available to...


  • Maumee, Ohio, United States PNC Bank Corp. Full time

    Key Responsibilities:Consults with clients on investment and insurance strategies to develop personalized financial plans.Manages and grows an investment and insurance book of business, focusing on client satisfaction and retention.Owns the client experience, efficiently handling sales and service inquiries.About the Role:This role is ideal for a...


  • Maumee, Ohio, United States Sun Federal Credit Union Full time

    Job OverviewSun Federal Credit Union is seeking a highly skilled Accounts Payable Accountant to join our team. As an Accounts Payable Accountant, you will be responsible for performing a variety of professional accounting duties, with a focus on accounting for liabilities of the Credit Union.Key Responsibilities:Accounts Payable Accounting: Maintains...


  • Maumee, Ohio, United States Integrated Talent Strategies Full time

    Integrated Talent Strategies (ITS) is a global recruitment and staffing agency specializing in technical and professional positions. Founded in 1984, ITS has established itself as a strategic partner for job seekers by offering a wide range of services and adapting to the changing needs of its clients. Some of the largest and most respected architectural,...


  • Maumee, Ohio, United States Bon Secours Mercy Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Rehabilitation Office Coordinator to join our team at Bon Secours Mercy Health. As a key member of our outpatient clinic, you will provide administrative support to our licensed staff, ensuring the smooth operation of our daily activities.Key ResponsibilitiesManage front office flow, checking...


  • Maumee, Ohio, United States Frontline Managed Services Full time

    pElevateyourITcareerwithFrontlineManagedServicesWe'reseekingaHelpDeskteamplayerwhoistech-savvyandhungryforknowledge./ppstrongAboutus:/strongpFrontlineManagedServicesstandsasapioneerinIT,Financial,andAdministrativeManagedServicesforlegalandprofessionalservicefirms./pWearededicatedtoinnovation,technology,andefficiencyintheindustry./ppAsamemberoftheServiceDeskT...

  • MDS Coordinator

    4 weeks ago


    Maumee, Ohio, United States American Medical Associates Full time

    MDS Coordinator Job DescriptionAmerican Medical Associates is seeking a skilled MDS Coordinator to join our team.Job Summary:The MDS Coordinator will be responsible for conducting and coordinating the development and completion of the resident assessment (MDS), maintaining and periodically updating written policies and procedures that implement MDS and care...