Financial Onboarding & Client Services Specialist

Renaissance Financial Corporation; Sandy (UT); Presencial; USD 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Med insurance

401k contribution

Bonus potential

Licensing coverage and growth

Descripción de la vacante

Renaissance Financial Corporation in Utah seeks a detail-oriented Administrative Assistant to support client onboarding and daily servicing with the Financial Advisor. You will manage calendars, prepare reports, and handle onboarding tasks for both current and new clients.

Proficiency in Excel and Outlook, 1–2 years of PA experience, and a financial background are preferred. This full-time role offers growth and an inclusive, accessible work environment.

Formación

• Financial background or similar (preferred).
• 1-2 years of experience as a personal assistant (preferred).

Responsabilidades

• Schedule appointments and manage the advisor's calendar.
• Prepare account summaries and materials for client meetings.
• Onboard new clients and process applications.
• Monitor onboarding action items and maintain documentation.
• Compile data reports using MAPS, eMoney, Morningstar, and Orion.
• Support daily client servicing and respond to inquiries promptly.

Conocimientos

Administrative support

Scheduling

Client onboarding

Communication

Microsoft Excel

Microsoft Outlook

Educación

Financial background (preferred)

Personal assistant experience (preferred)

Herramientas

MAPS risk systems

eMoney

Morningstar

Orion

Descripción del empleo

Renaissance Financial Corporation in Utah seeks a detail-oriented Administrative Assistant to support client onboarding and daily servicing with the Financial Advisor. You will manage calendars, prepare reports, and handle onboarding tasks for both current and new clients.

Proficiency in Excel and Outlook, 1–2 years of PA experience, and a financial background are preferred. This full-time role offers growth and an inclusive, accessible work environment.