Executive Assistant to Financial Advisor| Growth & Benefits

Renaissance Financial; Nashville (TN); Sur place; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Employer Paid Medical Insurance

Employer provided 401k contribution

Potential for Annual Variable Bonus

Licensing Coverage and Growth

Résumé du poste

Renaissance Financial is seeking a proactive Personal Assistant to support the Financial Advisor in daily client servicing and onboarding. The role involves scheduling, coordinating appointments, and preparing materials for client reviews in a professional office environment.

The ideal candidate has a financial background and 2-6 years of personal assistant experience, with strong Microsoft Office skills and excellent organizational abilities.

Qualifications

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

Responsabilités

• Schedule appointments and manage onboarding for new clients.
• Prepare account summaries, portfolio analyses and materials for client reviews.
• Review applications and related paperwork to oversee onboarding.
• Onboard new clients including documentation, electronic applications, transfers, and linking bank accounts.
• Handle routine client service inquiries independently within licensed authority.

Connaissances

Typing 50 wpm

Organizational skills

Initiative

Multi-project management

Communication with executives

Independence

Formation

Financial background or similar (preferred)

2-6 years of experience as a personal assistant (preferred)

Outils

Microsoft Excel

Outlook

SharePoint

Teams

Description du poste

Renaissance Financial is seeking a proactive Personal Assistant to support the Financial Advisor in daily client servicing and onboarding. The role involves scheduling, coordinating appointments, and preparing materials for client reviews in a professional office environment.

The ideal candidate has a financial background and 2-6 years of personal assistant experience, with strong Microsoft Office skills and excellent organizational abilities.