Financial Planning Coordinator

Key ResponsibilitiesThe successful candidate will be responsible for:Creating accurate monthly bank reconciliations for each accountPreparing budgets and coordinating with accountants and auditorsGenerating monthly and annual financial statementsDigital archiving of bank statements and appropriate paperworkPosting financials to WordPressCommunicating with...

About the RoleThe Planning Analyst Intern will be integrated into the Family Office of Hantz Group, a Michigan-based financial company. This role will provide opportunities for growth through acquiring FINRA Securities Licenses and working closely with Financial Advisors to broaden knowledge about the financial services industry.Key ResponsibilitiesWork as a...

Estimated annual salary: $85,000 - $110,000About the RoleWe are seeking a highly motivated Tax Planning Specialist to join our team at Hantz Group. As a key member of our financial services team, you will work closely with Financial Advisors to develop comprehensive financial strategies that minimize clients' tax liability.The ideal candidate will have a...

Job Responsibilities:The Treasury Management Specialist I is responsible for providing administrative support to the VP of Treasury Management, including answering questions and solving problems for business members, coordinating and assisting with documentation on business services requests, and maintaining department files. Additionally, the successful...

Job SummaryHobby Lobby is seeking a detail-oriented and organized Bookkeeper to maintain office order, conduct bookkeeping, and assist with day-to-day operations. This full-time position offers competitive wages and a comprehensive benefits package.About the JobThe successful candidate will have strong attention to detail and be able to prioritize tasks...

Job OverviewWe are looking for a dedicated Tax Accountant to support our firm's financial operations. In this role, you will maintain tax and accounting controls, prepare and recommend policies and procedures, and provide accurate tax preparation during tax season.Key responsibilities include supporting external clients through audits, fostering a culture of...

Job OverviewHantz Group is a prominent financial services firm in Michigan and northern Ohio, committed to helping individuals and businesses achieve their financial goals. With over $11 billion in assets under management and 20+ offices, we offer a wide range of services tailored to each client's needs.Salary RangeThe estimated annual salary for this...

Job Title:Financial Reporting Specialist">About the Role:">We are seeking a skilled Financial Reporting Specialist to join our team at Household Staffing. The ideal candidate will have strong analytical and communication skills, with the ability to create accurate financial reports and maintain relationships with clients. Key responsibilities include...

Job SummaryHantz Group is a leading financial services company that provides expert tax planning and preparation services to individuals and businesses. We are seeking a highly skilled and motivated Tax Services Intern to join our team in Michigan.The successful candidate will have a strong understanding of tax laws and regulations and be able to analyze...

4Front Credit Union is seeking a highly skilled and experienced Financial Services Professional to join our team as a Treasury Management Specialist I.About the Role:As a key member of our Commercial Services department, you will provide support and assistance to the VP of Treasury Management, business members, and staff.Your primary responsibilities will...

About Our Company:We are Limitless Financial, a dynamic and fast-paced organization dedicated to helping individuals achieve their financial goals. We are currently seeking an Outside Sales Representative to join our team in Traverse City, MI and surrounding areas.Job Summary:This is an excellent opportunity for a driven and ambitious individual to develop...

About Nicolet National BankNicolet National Bank is a community-focused bank that prioritizes its customers' needs. Our core values drive every decision, and we strive to create a work environment where employees feel valued, respected, and supported.We believe our people are our greatest asset, and we invest in their growth and development.Our locations in...

OverviewWe are seeking a highly skilled and experienced Senior Financial Operations Specialist to join our team at Edward Jones. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by ensuring the smooth execution of various financial transactions and services.About UsEdward Jones is a...

About the PositionSomerset Pacific LLC is a property management company primarily engaged in the management of multi-family and senior housing. We are currently seeking an experienced Financial Transaction Coordinator to join our corporate office located in Garden City, Idaho.The estimated annual salary for this role is $65,000. We offer excellent benefits,...

Job Description:We are Limitless Financial, a dynamic organization seeking an Outside Sales Professional to join our team. This role offers a unique opportunity for rapid income growth and advancement, with unlimited potential in a business-to-business sales environment. As a successful candidate, you will have the chance to build a fulfilling career while...

Job Title: Operations CoordinatorWe are seeking an experienced Operations Coordinator to support the operations team at GENCO Systems. The successful candidate will assist in the coordination of marine construction projects, ensuring smooth execution, timely delivery, and quality results.Salary: $60,000 - $100,000 per annum, depending on experience.About Us:...

Job Overview:We are seeking an accomplished Outside Sales Professional to join our team at Limitless Financial. This role offers a unique opportunity for rapid income growth and advancement, with unlimited potential in a business-to-business sales environment.About the Position:This position provides the chance to lead by example and establish a foundation...

Service Dispatcher CoordinatorCrown Equipment Corporation is a global leader in the material handling industry. We are seeking an organized and detail-oriented Service Dispatcher Coordinator to join our team in Traverse City, MI.Key Responsibilities:Coordinate with Service Technicians to dispatch to customer locationsProcess incoming calls and respond to...

About PACE NorthWe began serving the elderly in 2019 and our service model is so popular it's growing quickly. As a Social Services Coordinator at Pace North, you will play a key role in helping us continue to provide exceptional care and support to our participants.You will be responsible for assessing the needs of our participants, developing personalized...

About the RoleThe Engineering Coordinator position provides essential administrative and communications support to the Engineering Department. Key responsibilities include maintaining software systems, managing contractor interactions, planning departmental activities, inventory control, and serving as the main point of contact for communication within the...