Financial Advisor Support & Onboarding Specialist

Renaissance Financial Corporation; Overland Park (KS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Employer Paid Medical Insurance

Employer provided 401k contribution (t

Job summary

Renaissance Financial is seeking a full-time personal assistant to manage client servicing and onboarding, supporting the Financial Advisor with daily tasks, documentation, and communications. You will schedule appointments, monitor onboarding actions, prepare summaries, and help ensure a smooth client experience.

Qualified candidates typically have a financial background or related experience and 1–2 years as a personal assistant.

Qualifications

• Financial background or similar (preferred)
• 1-2 years of experience as a personal assistant (preferred)
• Proficient with MS Office and basic data entry

Responsibilities

• Participate in weekly meetings with the Advisor to discuss upcoming appointments.
• Monitor action items for new client onboarding.
• Schedule appointments and manage review schedules.
• Handle routine inquiries within licensed authority.
• Prepare account summaries, portfolio analyses, and client materials.
• Oversee onboarding paperwork and documentation.
• Assist with transferring accounts and establishing client access.

Skills

Strong organizational skills

Attention to detail

Excellent communication

Ability to learn quickly

Education

Financial background or similar

1-2 years as personal assistant

Tools

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Job description

Renaissance Financial is seeking a full-time personal assistant to manage client servicing and onboarding, supporting the Financial Advisor with daily tasks, documentation, and communications. You will schedule appointments, monitor onboarding actions, prepare summaries, and help ensure a smooth client experience.

Qualified candidates typically have a financial background or related experience and 1–2 years as a personal assistant.