Client Onboarding & Administrative Specialist

Renaissance Financial; Phoenix (AZ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Employer provided 401k contribution

Employer Paid Medical Insurance

Bonus potential

Job summary

Renaissance Financial seeks an organized, detail‑oriented assistant to support a Financial Advisor in client servicing and onboarding. The role involves coordinating appointments, handling routine inquiries, and compiling materials for client meetings to ensure smooth operations.

In this full‑time position, you will work directly with the Advisor, manage onboarding tasks, and use systems like MAPS, eMoney, and Morningstar to support client portfolios and reporting.

Qualifications

• Bachelor’s degree preferred; associate’s degree required.
• Financial background or similar preferred.
• 2-4 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.
• Schedule appointments and manage annual/semiannual/quarterly reviews.
• Handle routine inquiries independently within licensed authority.
• Prepare account summaries, portfolio analysis, and materials for client review meetings.
• Review applications, account changes, and related paperwork to oversee onboarding of new clients.

Skills

Organizational skills

Attention to detail

Communication

Independent work

Education

Associate’s degree (required)

Bachelor’s degree (preferred)

Tools

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Salesforce

Job description

Renaissance Financial seeks an organized, detail‑oriented assistant to support a Financial Advisor in client servicing and onboarding. The role involves coordinating appointments, handling routine inquiries, and compiling materials for client meetings to ensure smooth operations.

In this full‑time position, you will work directly with the Advisor, manage onboarding tasks, and use systems like MAPS, eMoney, and Morningstar to support client portfolios and reporting.