What are the responsibilities and job description for the Asset Management Analyst Intern position at Hantz Group?
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 $11 billion in assets, has 20 offices and over 600 employees. Our services include Asset Management, Financial Planning and Retirement, Tax Strategy and Planning, Cash Flow Analysis, and The Holistic Approach to Financial Planning.
The Holistic Approach recognizes that each area of one's financial situation impacts the other, and that is why we offer a comprehensive approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office, working closely with our Financial Advisors to broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client's overall financial health.
Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree. You will work as a Liaison for Financial Advisors and Product Providers, daily reviewing new business for accuracy and compliance, then following up with Product Providers and Financial Advisors to complete and settle transactions/business.
You will also manage a caseload of communications, including phone calls and emails from Financial Advisors and Product Providers, to provide critical support in the funding process of customer accounts.
Requirements
- Pursuing a Bachelor's Degree
- Interest in pursuing a career in financial services
- Proficient in Microsoft Office
EEO Statement
Hantz Group 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.
