Client Onboarding & Admin Specialist

Renaissance Financial; Sandy (UT); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

401k Contribution

Bonuses potential

Licensing Coverage and Growth

Job summary

Renaissance Financial in Salt Lake City is seeking a detail-oriented administrative professional to support the Financial Advisor and onboarding of new clients. The role focuses on scheduling, preparing client materials, and handling onboarding tasks with accuracy and discretion.

The position requires strong organizational skills, the ability to learn quickly, and effective communication with all levels of staff. A standard 40-hour work week and professional office environment are offered.

Qualifications

• Bachelor’s degree preferred or associate’s degree required.
• Financial background or related field preferred.
• 1–2 years of experience as a personal assistant preferred.

Responsibilities

• Participate in weekly meetings with the Advisor to discuss upcoming appointments and action items.
• Monitor action items for new client onboarding and schedule reviews.
• Handle routine inquiries within licensed authority.
• Prepare account summaries and analyses for client reviews.
• Review applications and oversee onboarding paperwork for new clients.
• Onboard clients including documentation, electronic applications, transfers, and deposits.
• Assist with client communication for service requests and paperwork.

Skills

Organizational skills

Attention to detail

Initiative

Independent work

Communication skills

Multitasking

Problem-solving

Education

Bachelor’s degree (preferred)

Associate’s degree (required)

Tools

Microsoft Excel

Microsoft Outlook

Salesforce

Typing 40 wpm

Job description

Renaissance Financial in Salt Lake City is seeking a detail-oriented administrative professional to support the Financial Advisor and onboarding of new clients. The role focuses on scheduling, preparing client materials, and handling onboarding tasks with accuracy and discretion.

The position requires strong organizational skills, the ability to learn quickly, and effective communication with all levels of staff. A standard 40-hour work week and professional office environment are offered.