Financial Advisor Assistant & Client Onboarding Specialist

Renaissance Financial Corporation; Phoenix (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k matching

Medical insurance

Bonus potential

Licensing coverage

Growth opportunities

Job summary

Renaissance Financial Corporation in Phoenix seeks a full-time Personal Assistant to support the Financial Advisor with client servicing and onboarding, ensuring smooth daily operations for both existing and expanding client bases.

You will schedule appointments, prepare account summaries, manage onboarding paperwork, and help with data reporting using Excel and Outlook. Strong organizational skills, initiative, and the ability to work independently are essential.

Qualifications

• Financial background or similar (preferred).
• 2-4 years of experience as a personal assistant (preferred).

Responsibilities

• Schedule appointments and manage weekly action items with the Advisor.
• Onboard new clients and oversee onboarding process.
• Prepare account summaries and portfolio materials for client reviews.
• Review applications and related paperwork for client onboarding.
• Coordinate client communications and service requests.
• Establish deposit schedules and link bank accounts for clients.
• Assist with documenting and processing client interactions and paperwork.
• Learn executives' habits to anticipate needs.
• Possess initiative and the ability to work independently.
• Assist with data gathering and reporting procedures.
• Manage multiple projects and meet changing deadlines.
• Communicate effectively with all levels of the organization.

Skills

Organizational skills

Attention to detail

Communication

Initiative

Independence

Education

Financial background or similar (preferred)

2-4 years experience as personal assistant (preferred)

Tools

Microsoft Excel

Microsoft Outlook

Job description

Renaissance Financial Corporation in Phoenix seeks a full-time Personal Assistant to support the Financial Advisor with client servicing and onboarding, ensuring smooth daily operations for both existing and expanding client bases.

You will schedule appointments, prepare account summaries, manage onboarding paperwork, and help with data reporting using Excel and Outlook. Strong organizational skills, initiative, and the ability to work independently are essential.