Financial Advisor Administrative Assistant - Client Onboarding

Renaissance Financial Corporation; St. Louis (MO); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical Insurance

401k Match/Contribution

Bonus Potential

Licensing Coverage & Growth

Job summary

Renaissance Financial Corporation is seeking a full-time assistant to support the Financial Advisor with client onboarding and daily operations in a professional office setting. The role involves routine inquiries, document preparation, and coordinating schedules to ensure efficient client service.

Ideal candidates have a financial background and 1–2 years of personal assistant experience, with proficiency in Excel and Outlook.

Qualifications

• Financial background or similar (preferred).
• 1-2 years of experience as a personal assistant (preferred).
• Proficiency with Microsoft Excel and Microsoft Outlook is preferred.

Responsibilities

• Participate in weekly meetings with the Advisor to discuss upcoming appointments and action items.
• Monitor action items for new client onboarding.
• Schedule appointments and manage review schedules (annual/semiannual/quarterly).
• Handle routine inquiries within licensed authority.
• Prepare account summaries, portfolio analyses, and materials for client reviews.
• Review applications and account changes to supervise onboarding of new clients.
• Gather documents, send electronic applications, transfer accounts, link bank accounts, and guide clients through underwriting and access processes.
• Handle client communications regarding service requests, applications, and paperwork.

Education

Financial background or similar (preferred)

1-2 years of experience as a personal assistant (preferred)

Tools

Microsoft Excel

Microsoft Outlook

Job description

Renaissance Financial Corporation is seeking a full-time assistant to support the Financial Advisor with client onboarding and daily operations in a professional office setting. The role involves routine inquiries, document preparation, and coordinating schedules to ensure efficient client service.

Ideal candidates have a financial background and 1–2 years of personal assistant experience, with proficiency in Excel and Outlook.