Operations Specialist
6 days ago
Operations Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Areas of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance As an Operations Specialist, you will work as a liaison between our field staff and product companies, our advisors achieve the company’s core objective of holistic approach to planning. These processes ensure our clients receive accurate and timely service to achieve their financial goals.Essential Job Functions: Liaison for Registered Representative and Product Providers Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Registered Representatives to complete and settle transactions/ business Enter Trades, Reconcile Settlements, Clearing, Regulatory Aspects Review trade exceptions that are reported through the clearing firm and Product Providers Manage a case load of communications including phone calls, and emails from Registered Representatives, and Product Providers to provide critical support in the funding process of customer accounts Track and assist the timely transfer of assets for client accounts Handling service questions on clients’ accounts as well as assisting with administrative, procedural, operational and trade information Post commissions timely and accurately All other task assigned Education/Knowledge & Skills: Excellent communication (verbal and written) and interpersonal skills Strong attention to detail Excellent problem solving skills Team player Ability to review high degrees of independent judgment to coordinate investigations, review documentation and resolve issues Good problem solving and decision-making ability Proven analytic and time management skills; quick learner High proficiency with PC desktop applications and MS Office Bachelor's degree in Finance, Economics, Business Administration, or other related field or equivalent work experience Must have the ability to obtain securities and insurance licenses Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company 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. Powered by JazzHR
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Operations Specialist
21 hours ago
Southfield, Michigan, United States Hantz Group Full timeOperations SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals...
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Fresh Merchandise Operations Specialist
6 days ago
Southfield, United States Acosta Full timeFresh Merchandise Operations Specialist General Information Company: ACO-US Location: SOUTHFIELD, Michigan Ref #: 47904 Function: Merchandising Employment Duration: Full-time Benefits: Medical, dental and vision insurance Company-paid life insurance, short-term and long-term disability 401k program Generous Paid Time Off (PTO) program Description and...
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Operations Support Specialist
3 days ago
Southfield, Michigan, United States Sun Communities Full timeCareer Site HeaderJob SummaryAs a member of Sun's Concierge team, the Concierge Specialist provides business process, software, technical, and operational troubleshooting and support services for internal team members. They partner with internal teams in varying capacities to ensure Sun team members are able to effectively locate the resources they need to...
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Accounting Specialist
7 days ago
Southfield, United States EmergencyMD Full timeJoin People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can...
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Accounting Specialist
24 hours ago
Southfield, United States People Driven Credit Union Full timeJoin People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can...
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Operations Analyst
1 week ago
Southfield, United States Taft Stettinius & Hollister LLP Full timeTaft is seeking an Information Governance Operations Analyst to support our Information Governance team in our Chicago, Cincinnati, Cleveland, Columbus, Dayton, Denver, Detroit, Indianapolis or Minneapolis office. We are seeking an Information Governance Operations Analyst with 3+ years of experience to support our Information Governance team in our Chicago,...
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Operations Analyst
1 week ago
Southfield, United States Taft Stettinius & Hollister Full timeTaft is seeking an Information Governance Operations Analyst to support our Information Governance team in our Chicago, Cincinnati, Cleveland, Columbus, Dayton, Denver, Detroit, Indianapolis or Minneapolis office. We are seeking an Information Governance Operations Analyst with 3+ years of experience to support our Information Governance team in our Chicago,...
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Accounting Specialist
7 days ago
Southfield, MI, United States EmergencyMD Full timeJoin People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can...
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Accounting Specialist
7 days ago
Southfield, MI, United States EmergencyMD Full timeJoin People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can...
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Accounting Specialist
7 days ago
Southfield, MI, United States EmergencyMD Full timeJoin People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can...
