Financial Advisor Support & Client Onboarding Specialist

Renaissance Financial; Overland Park (KS); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Employer provided 401k contribution

Employer Paid Medical Insurance

Potential for Annual Variable Compensation and Bonuses

Employer Licensing Coverage and Growth Opportunities

Job summary

A leading financial services firm is seeking an Administrative Assistant to manage client onboarding and servicing efficiently. In this role, you will support Financial Advisors by preparing materials for client meetings, managing schedules, and ensuring smooth communication with clients. Candidates should have an associate's degree and some prior experience, preferably in a financial setting. Strong organizational skills and attention to detail are essential for success in this dynamic environment.

Qualifications

• 1-2 years of experience as a personal assistant preferred.
• Ability to interact and communicate with individuals at all levels of the organization.
• Excellent initiative, ability to learn quickly and work independently.

Responsibilities

• Assist with client onboarding and servicing by managing systems.
• Prepare account summaries, portfolio analysis, and materials for client review meetings.
• Schedule appointments and manage annual/semiannual/quarterly review schedules.

Skills

Organizational skills

Attention to detail

Problem-solving skills

Strong communication

Education

Associate's degree or Bachelor's degree (preferred)

Financial background or similar

Tools

Microsoft Excel

Microsoft Outlook

Salesforce

Job description

A leading financial services firm is seeking an Administrative Assistant to manage client onboarding and servicing efficiently. In this role, you will support Financial Advisors by preparing materials for client meetings, managing schedules, and ensuring smooth communication with clients. Candidates should have an associate's degree and some prior experience, preferably in a financial setting. Strong organizational skills and attention to detail are essential for success in this dynamic environment.