Advisor Administrative Assistant

About Renaissance Financial

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park

Omaha Phoenix and Salt Lake City. Our Mission : Using creative business and personal planning we

help our clients achieve financial freedom one opportunity at a time. Our true team approach and

entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at

Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting

impact on our organization and community. We support and reward our staff through team outings and

industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive

environment for all employees.

The mission of this full-time position is to manage systems to accomplish client servicing and client onboarding for the

efficient operations of both the current client base and expanding client base. You will work directly with the Financial

Advisor to assist with all aspects of their daily work routine.

Primary Responsibilities

Participate in weekly meetings with the Advisor to discuss the upcoming weeks appointments and action

items to work on.

Continue to monitor action items for new client onboarding.

Schedule appointments manage annual / semiannual / quarterly review schedule.

Handle routine inquiries independently and within the limits of licensed authority

Prepare account summaries portfolio analysis and materials for client review meetings.

Review applications account changes and related paperwork to oversee the onboarding process of new

clients.

Complete all necessary tasks to onboard a new client to renaissance including gathering documentation

sending electronic applications transferring accounts linking bank accounts establishing systematic deposit

schedules guiding clients through an application insurance underwriting process establishing client

electronic access.

Handle most client communication involving service requests reviewing applications account changes and

related paperwork.

Additional Tasks

Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio

Accumulation Systems (MAPS) risk tolerance for clients.

Compile sort and verify data reports using various systems such as eMoney Morningstar Orion and

others.

Use various computer systems to research and provide analysis of shifts in clients portfolio allocation away

from target allocation.

Prepare and summarize daily quarterly and monthly reports for client transactions and earnings for client

accounts.

Complete trades in clients accounts when instructed to do so.

Essential Characteristics

Strong organizational skills and attention to detail in such things as 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.

Education Training & Experience

Bachelors degree (preferred) associates degree (required)

Financial background or similar (preferred)

1-2 years of experience as a personal assistant (preferred)

Computer Equipment & Software

Microsoft Excel

Microsoft Outlook

Typing of at least 40 wpm

Salesforce

Working Conditions

Business professional office environment.

Standard 40-hour work week.

We are committed to providing an accessible work environment. If you need accommodations during the

application or employment process please let us know.

Benefits and Incentives

Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).

Employer Paid Medical Insurance.

Potential for Annual Variable Compensation and Bonuses.

Employer Licensing Coverage and Growth Opportunities

Required Experience :

Unclear Seniority

Key Skills

Generator,Accomodation,Football,Advertising,Architectural Design

Employment Type : Full-Time

Experience : years

Vacancy : 1