Advisor Administrative Assistant

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission is to help clients achieve financial freedom through creative business and personal planning, one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart, offering professional growth opportunities and a lasting impact on our organization and community. We support and reward our staff through team outings and industry-leading benefits.

About the role

This full-time position manages systems for client servicing and onboarding to ensure efficient operations for both current and expanding client bases. You will work directly with the Financial Advisor to assist with all aspects of their daily work routine.

Responsibilities

• Participate in weekly meetings with the Advisor to discuss upcoming appointments and action items.
• Monitor action items for new client onboarding.
• Schedule appointments and manage annual, semiannual, and quarterly review schedules.
• Handle routine client inquiries independently within licensed authority.
• Prepare account summaries, portfolio analyses, and materials for client review meetings.
• Review applications, account changes, and related paperwork to oversee new client onboarding.
• Complete all tasks to onboard new clients, including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through insurance underwriting, and establishing client electronic access.
• Manage client communication involving service requests, reviewing applications, and account changes.
• Use software systems and client information to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients.
• Compile, sort, and verify data reports using systems such as eMoney, Morningstar, and Orion.
• Research and analyze shifts in client portfolio allocations away from target allocation.
• Prepare and summarize daily, quarterly, and monthly reports for client transactions and earnings.
• Complete trades in clients’ accounts when instructed.

Requirements

• Strong organizational skills and attention to detail in composing, typing, and proofing materials, establishing priorities, and meeting deadlines.
• Ability to learn the habits and needs of executives to anticipate their needs.
• Excellent initiative, ability to learn quickly, and work independently.
• Knowledge of data gathering and reporting procedures.
• Ability to manage multiple projects and meet changing deadlines.
• Strong organizational and problem-solving skills to ensure excellent client service and expedient business processing.
• Ability to interact and communicate with individuals at all levels of the organization.

Qualifications

• Bachelor’s degree (preferred) or associate’s degree (required).
• Financial background or similar experience (preferred).
• 1-2 years of experience as a personal assistant (preferred).

Skills

• Proficiency in Microsoft Excel and Outlook.
• Typing speed of at least 40 wpm.
• Experience with Salesforce.

Working Conditions

• Business professional office environment.
• Standard 30-40-hour work week.

Benefits

• Employer-paid medical insurance.
• Employer-provided 401k contribution (up to 10% based on eligible compensation annually).
• Potential for annual variable compensation and bonuses.
• Employer licensing coverage and growth opportunities.