Advisor Admin Assistant: Client Onboarding & Support

Renaissance Financial Corporation; Phoenix (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Employer licensing coverage

Health insurance

Bonuses

401k contribution

Job summary

Renaissance Financial Corporation in Phoenix, AZ is seeking a full-time personal assistant to support a Financial Advisor with daily client servicing, onboarding, and administrative tasks. Responsibilities include scheduling, preparing materials, reviewing applications, and coordinating with clients and vendors.

The role emphasizes organization, independent work, accurate data handling, and proactive problem solving in a professional office environment.

Qualifications

• Financial background or similar is preferred.
• 2-4 years of experience as a personal assistant is preferred.

Responsibilities

• Coordinate weekly meetings with the Advisor and prepare action items.
• Monitor onboarding steps and schedule client appointments and reviews.
• Manage inquiries within licensed authority and prepare client materials.
• Assist with account paperwork, onboarding, transfers, and documentation.
• Support data gathering, reporting, and client communications.

Skills

Administrative support

Attention to detail

Communication

Education

Financial background or similar

2-4 years as personal assistant

Tools

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Job description

Renaissance Financial Corporation in Phoenix, AZ is seeking a full-time personal assistant to support a Financial Advisor with daily client servicing, onboarding, and administrative tasks. Responsibilities include scheduling, preparing materials, reviewing applications, and coordinating with clients and vendors.

The role emphasizes organization, independent work, accurate data handling, and proactive problem solving in a professional office environment.