Operations SpecialistHantz Group • Southfield, MI, US

Operations Specialist

Hantz Group • Southfield, MI, US

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Job Description

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.

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Operation Specialist • Southfield, MI, US