Advisor Administrative 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.

Primary Responsibilities
• Participate in weekly meetings with the Advisor to discuss the upcoming week’s 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 client’s 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
• 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.
• Employer Licensing Coverage and Growth Opportunities