Planning and Operations Assistant

2 weeks ago


Abilene, Texas, United States Hantz Group Full time
Job Summary
We are seeking a highly skilled Financial Planning Assistant to join our dynamic team at Hantz Group. As a key member of our operations team, you will be responsible for providing administrative support to financial advisors and ensuring seamless client experiences. This is an excellent opportunity for career advancement and professional growth.

Main Responsibilities
  • Support financial advisors with client meetings and communication
  • Prepare meeting materials and coordinate follow-up activities
  • Market for property/casualty insurance service opportunities
  • Collaborate with cross-functional teams to deliver comprehensive client solutions

Requirements and Benefits
  • High School Diploma/GED required; relevant experience preferred
  • Estimated salary: $55,000 - $70,000 per year
  • Competitive benefits package, including health/dental/vision insurance, paid time off, and 401K

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