Client Onboarding & Admin Assistant – Financial Services

Renaissance Financial; Salt Lake City (UT); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Employer Paid Medical Insurance.

Employer provided 401k contribution (0

Potential for Annual Variable Bonuses

Licensing Coverage and Growth

Job summary

Renaissance Financial is seeking a detail‑oriented, full‑time personal assistant to support a Financial Advisor in client onboarding, scheduling, and day‑to‑day operations. You will assist with preparing account summaries, reviewing applications, and coordinating meetings with clients, ensuring smooth workflow for both the existing client base and growth opportunities.

This role requires strong organizational skills, the ability to learn quickly, and proactive communication with clients and

Qualifications

• Financial background or similar (preferred).
• 1-2 years of experience as a personal assistant (preferred).
• Typing of at least 40 wpm.

Responsibilities

• Assist with weekly planning and scheduling for the Financial Advisor.
• Prepare account summaries, review applications, and onboard new clients.
• Coordinate meetings with clients and manage communications and inquiries.
• Produce daily/weekly/monthly reports for client transactions and earnings.
• Handle routine paperwork and ensure accuracy of client onboarding materials.

Skills

Organization skills

Communication

Independence

Typing 40 wpm

Education

Personal Assistant experience (1-2 years)

Tools

Microsoft Excel

Microsoft Outlook

Job description

Renaissance Financial is seeking a detail‑oriented, full‑time personal assistant to support a Financial Advisor in client onboarding, scheduling, and day‑to‑day operations. You will assist with preparing account summaries, reviewing applications, and coordinating meetings with clients, ensuring smooth workflow for both the existing client base and growth opportunities.

This role requires strong organizational skills, the ability to learn quickly, and proactive communication with clients and