Executive Assistant to Financial Advisor | Growth & Benefits

Renaissance Financial Corporation; Nashville (TN); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Employer Paid Medical Insurance

Employer provided 401k contribution

Potential for Annual Variable Bonuses

Licensing Coverage and Growth

Résumé du poste

Renaissance Financial Corporation in Nashville, TN is seeking a dedicated Personal Assistant to support the Financial Advisor with client onboarding and servicing tasks. You will handle scheduling, documentation, and routine inquiries, ensuring accurate onboarding for new clients and seamless daily operations.

The role emphasizes hands-on administrative support, data gathering, and timely communication. On-site work with opportunities for growth and comprehensive benefits are offered.

Qualifications

• Financial background or similar (preferred).
• 2–6 years of experience as a personal assistant (preferred).

Responsabilités

• Participate in weekly meetings with the Advisor to discuss the upcoming week’s appointments and action items to work on.
• Continue to monitor action items for new client onboarding.
• Schedule appointments, manage annual/semiannual/quarterly review schedule.
• Handle routine inquiries independently and within the limits of licensed authority
• Prepare account summaries, portfolio analysis, and materials for client review meetings.
• Review applications, account changes, and related paperwork to oversee the onboarding process of new clients.
• Complete all necessary tasks to onboard a new client to renaissance including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through an application insurance underwriting process, establishing client electronic access.
• Handle most client communication involving service requests, reviewing applications, account changes and related paperwork.

Connaissances

Organizational skills

Attention to detail

Independent work

Multitasking

Client service

Communication

Formation

Financial background (preferred)

Outils

Excel

Outlook

SharePoint

Teams

Description du poste

Renaissance Financial Corporation in Nashville, TN is seeking a dedicated Personal Assistant to support the Financial Advisor with client onboarding and servicing tasks. You will handle scheduling, documentation, and routine inquiries, ensuring accurate onboarding for new clients and seamless daily operations.

The role emphasizes hands-on administrative support, data gathering, and timely communication. On-site work with opportunities for growth and comprehensive benefits are offered.