Advisor Support & Client Onboarding Specialist

Renaissance Financial; Phoenix (AZ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401k employer contribution

Medical Insurance

Bonuses potential

Licensing coverage & growth

Job summary

Renaissance Financial is seeking a full-time administrative assistant to support the Financial Advisor in client servicing and onboarding. You will handle scheduling, onboarding tasks, and preparation of account materials to ensure smooth daily operations for current and new clients.

The role emphasizes strong organization, attention to detail, and ability to work independently while managing multiple tasks.

Qualifications

• Bachelor’s degree preferred; associate’s degree required.
• 2–4 years as a personal assistant.
• Financial background or similar preferred.
• Experience with client onboarding processes is a plus.

Responsibilities

• Schedule appointments and manage onboarding workflow.
• Prepare account summaries and client materials.
• Review applications and related paperwork.
• Coordinate with Financial Advisor on daily tasks.
• Maintain organized documentation and reporting.

Skills

Organizational skills

Attention to detail

Initiative

Independent working

Communication skills

Education

Bachelor’s degree (preferred)

Associate’s degree (required)

Tools

Microsoft Excel

Microsoft Outlook

Salesforce

Job description

Renaissance Financial is seeking a full-time administrative assistant to support the Financial Advisor in client servicing and onboarding. You will handle scheduling, onboarding tasks, and preparation of account materials to ensure smooth daily operations for current and new clients.

The role emphasizes strong organization, attention to detail, and ability to work independently while managing multiple tasks.