Financial Advisor Admin Assistant - Onboarding & Client Ops

Renaissance Financial Corporation

Omaha (NE)

On-site

USD 42,000 - 64,000

Full time

2 days ago

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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.