Client Onboarding & Admin Support Specialist

Renaissance Financial; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

401k contribution up to 10%

Bonuses potential

Licensing coverage and growth

Job summary

Renaissance Financial in Omaha is seeking a full-time Administrative Assistant to support client servicing and onboarding. You will work directly with the Financial Advisor to assist with daily tasks, schedule meetings, and prepare client materials for reviews.

Strong organizational skills and attention to detail are essential. Proficiency in Excel and Outlook, with willingness to learn MAPS and related reporting tools, is preferred.

Qualifications

• Financial background or similar (preferred).
• 1-2 years of experience as a personal assistant (preferred).
• Bachelor’s degree (preferred) or associate’s degree (required) per education section.

Responsibilities

• Participate in weekly meetings with the Advisor to discuss upcoming week’s appointments and action items.
• Continue to monitor action items for new client onboarding.
• Schedule appointments, manage annual/semiannual/quarterly review schedule.
• Handle routine inquiries independently within licensed authority.
• Prepare account summaries, portfolio analyses, and materials for client review meetings.
• Review applications, account changes, and related paperwork to oversee onboarding of new clients.
• Onboard new clients to Renaissance including gathering documentation and electronic applications.
• Handle client communications involving service requests and paperwork.

Skills

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Education

Bachelor’s degree (preferred)

Associate’s degree (required)

Tools

Salesforce

Job description

Renaissance Financial in Omaha is seeking a full-time Administrative Assistant to support client servicing and onboarding. You will work directly with the Financial Advisor to assist with daily tasks, schedule meetings, and prepare client materials for reviews.

Strong organizational skills and attention to detail are essential. Proficiency in Excel and Outlook, with willingness to learn MAPS and related reporting tools, is preferred.