What are the responsibilities and job description for the Advisor Administrative Assistant position at 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 relationship 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
Essential Characteristics
Education, Training & Experience
Computer Equipment and Software
Working Conditions
Benefits and Incentives
