Financial Advisor Support Specialist

Renaissance Financial Corporation; St. Louis (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

401k matching/contribution

Bonus opportunities

Licensing coverage

Job summary

Renaissance Financial is seeking a full-time Personal Assistant to support client servicing and onboarding in a professional office in St. Louis.

You will work closely with the Financial Advisor to handle scheduling, documentation, and client communication while ensuring accuracy and timeliness. The role requires a financial background or related field and 1–2 years of assistant experience, with strong MS Excel and Outlook skills and a fast typing pace.

Qualifications

• Financial background or similar is preferred.
• 1–2 years of experience as a personal assistant is preferred.
• Proficient with MS Excel and MS Outlook.
• Typing speed of at least 40 wpm.

Responsibilities

• Schedule appointments and manage calendars for the advisor.
• Oversee onboarding and prepare client documentation.
• Prepare account summaries and materials for client reviews.
• Review applications and process related paperwork.
• Handle routine inquiries within licensed authority.
• Produce daily, weekly, and monthly client activity reports.

Skills

Organizational skills

Attention to detail

Initiative

Communication

Independent work

Education

Financial background or related field

Tools

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Job description

Renaissance Financial is seeking a full-time Personal Assistant to support client servicing and onboarding in a professional office in St. Louis.

You will work closely with the Financial Advisor to handle scheduling, documentation, and client communication while ensuring accuracy and timeliness. The role requires a financial background or related field and 1–2 years of assistant experience, with strong MS Excel and Outlook skills and a fast typing pace.