Advisor Administrative and Operations Assistant chez Renaissance Financial

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. Additionally, you will support with office operations tasks including, front desk coverage, communications with external vendors or building personnel, oversee check processing, and more.

Primary Responsibilities

Financial Advisor Support

• Participate in weekly meetings with the Advisor to discuss the upcoming week’s appointments and action items to work on. 
• Manage and coordinate Advisor calendar – scheduling client and prospective client appointments. Oversee the organization and execution of annual/semiannual/quarterly review scheduling.  
• Prepare account summaries and materials for client review meetings.
• Handle most client communication involving service requests, reviewing applications, account changes and related paperwork independently and within the limits of licensed authority.
• 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.  
• Request and coordinate life and annuity quotes from insurance carriers and manage conservation of clients from carrier provided responses.
• Document client communication to appropriate portals.
• Assist Advisor in managing compliance approved social media postings such as on LinkedIn.
• Follow-up with clients, prospects, and Advisors from introductions.
• Assist Advisor with client engagement events.

Operations Support

•  Back up Receptionist for lunch periods, breaks, and days off. 
• Coordinate the new hire process with hiring managers including desk setup, technology set up, welcome kit, first day office orientation and tour, etc. 
• Assist the Facility Manager with office and building issues, organization, and maintenance. 
• Support with building operations, including being the local contact with the property management company and related vendors (such as the cleaning service, mat service, etc.). 
• Provide onsite support for all infrastructure and maintenance projects, including building projects and office relocations. 
•  Assist with managing any service work items with either the property management company or hiring a handy man. 
• Oversee check processing.
• Oversee Morningstar Investment reporting.

Other duties as assigned.

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. 
• Adaptive 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.  
• Strong initiative to support team members with tasks and projects.

Education, Training & Experience

• Bachelor’s degree (preferred) associate’s 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.