Executive Administrative Assistant for Financial Advisor

Renaissance Financial; Omaha (NE); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

401(k) contribution

Bonus potential

Licensing coverage

Job summary

Renaissance Financial seeks a detail-oriented Personal Assistant to support the Financial Advisor and manage client onboarding and servicing activities. This full-time role involves scheduling, preparing summaries and reports, handling applications and documentation, and coordinating communications with clients.

The ideal candidate will have an Associate’s degree (required), 2–4 years of experience in a similar role, and proficiency with Excel, Outlook, and Salesforce.

Qualifications

• Strong organizational skills and attention to detail are essential.
• 2–4 years of experience as a personal assistant or similar role preferred.
• Associate’s degree is required; Bachelor’s degree preferred.

Responsibilities

• Assist the Financial Advisor with daily work routines and client servicing/planning.
• Schedule appointments and manage onboarding and review cycles.
• Prepare account summaries, portfolio analyses, and materials for client meetings.
• Review applications and paperwork to onboard new clients and set up accounts.
• Handle routine inquiries within licensed authority and communicate with clients.

Skills

Strong organizational skills

Attention to detail

Excellent communication

Independent work

Time management

Education

Associate’s degree (required)

Bachelor’s degree preferred

Tools

Microsoft Excel

Microsoft Outlook

Salesforce

Job description

Renaissance Financial seeks a detail-oriented Personal Assistant to support the Financial Advisor and manage client onboarding and servicing activities. This full-time role involves scheduling, preparing summaries and reports, handling applications and documentation, and coordinating communications with clients.

The ideal candidate will have an Associate’s degree (required), 2–4 years of experience in a similar role, and proficiency with Excel, Outlook, and Salesforce.