What are the responsibilities and job description for the Tax Strategy Analyst Intern position at Hantz Group?
Job Responsibilities:
We are seeking a Planning Analyst Intern to join our team. As a Planning Analyst Intern, you will be integrated into our Family Office and work closely with our Financial Advisors. Your responsibilities will include:
- Managing communications from Financial Advisors and Product Providers to ensure accurate and compliant transactions.
- Reviewing new business for accuracy and following up with Product Providers and Financial Advisors to complete and settle transactions.
- Providing critical support in the funding process of customer accounts.
