Financial Planning Assistant

4 weeks ago


Marquette, Michigan, United States Hantz Group Full time

bJobTitle:/bFinancialPlanningAssistantbrbrbAbouttheRole:/bbrbrAtHantzGroup,weareseekingahighlyorganizedanddetail-orientedFinancialPlanningAssistanttojoinourteam.AsaFinancialPlanningAssistant,youwillworkcloselywithourFinancialAdvisorsandotherspecialiststoprovideexceptionalclientserviceandsupport.brbrbKeyResponsibilities:/bbrbr-Assistinbookingappointmentsforadvisorsbr-Preparedeclarationpagequotesheetsformeetingsbr-Marketforproperty/casualtyinsuranceserviceopportunitiesbr-Assistadvisorswithclientservicesbr-Coordinatebusinessandmeetingswithadvisors,taxteam,andestateplannersbr-Markettocompaniesforbusinessopportunitiesbr-ComplywithallindustryrulesandregulationsbrbrbRequirements:/bbrbr-HighSchoolDiploma/GEDbr-Strongoralandwrittencommunicationskillsbr-Strongorganizationalskillsbr-Basicdatabaseskillsbr-ProficientinMicrosoftOfficebr-AbilitytoobtainrequiredlicensesbrbrbWhatWeOffer:/bbrbr-Health/Dental/VisionInsurancebr-PaidTimeOffbr-401Kbr-VolLTDbr-VolLifebr-FlexibleSpendingbrbrbEqualEmploymentOpportunity:/bbrbrHantzGroupisanequalopportunityemployeranddoesnotdiscriminateinemploymentopportunitiesorpracticesonthebasisofrace,color,religion,sex,nationalorigin,age,height,weight,disability,maritalstatus,oranyothercharacteristicprotectedbylaw.



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