Financial Advisor Admin Assistant - Onboarding & Client Ops

Renaissance Financial Corporation; Omaha (NE); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Employer Paid Medical Insurance

Employer provided 401k contribution

Potential for Annual Bonuses

Licensing Coverage and Growth

Job summary

Renaissance Financial Corporation is seeking a detail-oriented professional to manage client onboarding and daily support for the Financial Advisor. You will coordinate schedules, prepare materials, and handle routine inquiries while ensuring compliance and timely processing of client documentation.

Ideal candidates have a financial background and 1-2 years as a personal assistant, with strong Excel/Outlook skills and fast typing.

Qualifications

• Financial background or similar (preferred).
• 1-2 years of experience as a personal assistant (preferred).
• Strong organizational skills and attention to detail.

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 and manage annual/semiannual/quarterly review schedules.
• Handle routine inquiries 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.
• Complete tasks to onboard new clients, including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, and establishing deposit schedules.

Skills

Financial background or similar

1-2 years experience as a personal PA

Tools

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Job description

Renaissance Financial Corporation is seeking a detail-oriented professional to manage client onboarding and daily support for the Financial Advisor. You will coordinate schedules, prepare materials, and handle routine inquiries while ensuring compliance and timely processing of client documentation.

Ideal candidates have a financial background and 1-2 years as a personal assistant, with strong Excel/Outlook skills and fast typing.