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Assistant To Financial Manager Jobs in Michigan (NOW HIRING)

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

Hantz Group

Financial Planning Assistant

Saginaw, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... to help them achieve their financial goals. We are a Family Office that manages over $11B+ of ...

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All JobsTo Financial JobsAssistant To Financial Manager JobsAssistant To Financial Manager Jobs in Michigan

Assistant To Financial Manager information

What does an Assistant to Financial Manager do?

An Assistant to Financial Manager supports the financial manager by handling administrative and financial tasks such as preparing reports, maintaining records, assisting with budgeting, and processing invoices. They may also help with financial data entry, scheduling meetings, and communicating with clients or vendors. Their role is crucial in ensuring the smooth operation of the finance department and supporting decision-making processes.

What does an assistant Finance Manager do?

An Assistant to a Financial Manager supports financial planning, analysis, and reporting activities. They help prepare budgets, monitor financial performance, and assist with administrative tasks using financial software, often working under the supervision of the finance manager to ensure accurate and timely financial operations.

What are the key skills and qualifications needed to thrive as an Assistant to Financial Manager, and why are they important?

To thrive as an Assistant to Financial Manager, you need strong analytical skills, attention to detail, and a solid foundation in finance or accounting, often supported by a relevant degree or coursework. Familiarity with accounting software (such as QuickBooks or SAP), Microsoft Excel, and basic financial reporting tools is typically required. Excellent organizational skills, discretion, and clear communication help you manage sensitive data and support team operations. These skills are crucial for ensuring accurate financial processes, maintaining data integrity, and providing effective support to financial management.

What jobs make $3,000 a month without a degree?

For an Assistant to a Financial Manager, entry-level roles such as administrative assistants or bookkeeping clerks can earn around $3,000 monthly, especially with relevant skills and experience. Other jobs like sales representatives, customer service managers, or certain trade roles may also reach this income level without requiring a college degree, often depending on location, industry, and certifications. These positions typically involve on-the-job training and may require proficiency with specific tools or software.

What is the difference between Assistant To Financial Manager vs Financial Analyst?

AspectAssistant To Financial ManagerFinancial Analyst
Required CredentialsAssociate's or Bachelor's degree in finance, accounting, or related fieldBachelor's degree often in finance, economics, or accounting; certifications like CFA are common
Work EnvironmentOffice setting, supporting financial management team, handling administrative tasksOffice environment, analyzing financial data, preparing reports and forecasts
Employer & Industry UsageUsed in corporate finance departments, banks, and accounting firmsCommon in investment firms, corporate finance, and consulting

The Assistant To Financial Manager primarily supports financial management through administrative and clerical tasks, while a Financial Analyst focuses on analyzing financial data, preparing reports, and providing insights for decision-making. Both roles require finance-related education, but their responsibilities and focus areas differ significantly.

How much does an assistant financial manager make?

An assistant financial manager typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the organization. They often work in office environments, supporting financial managers with budgeting, reporting, and analysis tasks.

What jobs make $1,000,000 a year?

Jobs that can earn $1,000,000 annually include high-level executive roles such as CEOs and CFOs, successful entrepreneurs, top investment bankers, and certain professional athletes or entertainers. These positions often require extensive experience, advanced skills, and sometimes ownership stakes or performance-based bonuses.

How does an Assistant to Financial Manager typically support financial reporting and analysis tasks within a team?

As an Assistant to the Financial Manager, you will play a crucial role in preparing, organizing, and maintaining financial records and reports. You'll often assist with data entry, reconcile accounts, and help compile monthly or quarterly financial statements. Collaboration with the finance team is common, especially when collecting data from different departments or preparing reports for management review. This position provides valuable exposure to financial analysis processes and can serve as a stepping stone to more advanced roles in finance.
What are popular job titles related to Assistant To Financial Manager jobs in Michigan? For Assistant To Financial Manager jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Assistant To Financial Manager jobs in Michigan look for? The top searched job categories for Assistant To Financial Manager jobs in Michigan are:
Assistant To Financial Manager jobs near you
Financial Planning Assistant

Financial Planning Assistant

Hantz Group

Traverse City, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Financial Planning Assistant
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.
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings
  • Market for property/casualty insurance service opportunities
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Market to companies for business opportunities
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Must be Able to Obtain Required Licenses*
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary
  • Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

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.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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