Advisor Administrative Assistant

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

Benefits offered by this job

401k matching

Medical insurance

Bonus potential

Licensing coverage

Growth opportunities

Job summary

Renaissance Financial Corporation in Phoenix seeks a full-time Personal Assistant to support the Financial Advisor with client servicing and onboarding, ensuring smooth daily operations for both existing and expanding client bases.

You will schedule appointments, prepare account summaries, manage onboarding paperwork, and help with data reporting using Excel and Outlook. Strong organizational skills, initiative, and the ability to work independently are essential.

Qualifications

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

Responsibilities

• Schedule appointments and manage weekly action items with the Advisor.
• Onboard new clients and oversee onboarding process.
• Prepare account summaries and portfolio materials for client reviews.
• Review applications and related paperwork for client onboarding.
• Coordinate client communications and service requests.
• Establish deposit schedules and link bank accounts for clients.
• Assist with documenting and processing client interactions and paperwork.
• Learn executives' habits to anticipate needs.
• Possess initiative and the ability to work independently.
• Assist with data gathering and reporting procedures.
• Manage multiple projects and meet changing deadlines.
• Communicate effectively with all levels of the organization.

Skills

Organizational skills

Attention to detail

Communication

Initiative

Independence

Education

Financial background or similar (preferred)

2-4 years experience as personal assistant (preferred)

Tools

Microsoft Excel

Microsoft Outlook

Job description

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.
• 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

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

Computer Equipment & Software

• Microsoft Excel
• Microsoft Outlook
• Typing of at least 40 wpm

Working Conditions

• Business professional office environment.
• 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.