Renaissance Financial · 6 days ago
Advisor Administrative Assistant
St Louis, MO
Full-time
Onsite
Entry Level
1+ years expRenaissance Financial is seeking an Advisor Administrative Assistant to support their financial advisors in managing client relationships and onboarding processes. The role involves scheduling appointments, handling client communications, and preparing materials for client review meetings.
Financial Services
Responsibilities
Participate in weekly meetings with the Advisor to discuss the upcoming week’s appointments and action items to work on
Continue to monitor action items for new client onboarding
Schedule appointments, manage annual/semiannual/quarterly review schedule
Handle routine inquiries independently and within the limits of licensed authority
Prepare account summaries, portfolio analysis, and materials for client review meetings
Review applications, account changes, and related paperwork to oversee the onboarding process of new clients
Complete all necessary tasks to onboard a new client to renaissance including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through an application insurance underwriting process, establishing client electronic access
Handle most client communication involving service requests, reviewing applications, account changes and related paperwork
Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients
Compile, sort, and verify data reports using various systems such as eMoney, Morningstar, Orion, and others
Use various computer systems to research and provide analysis of shifts in client’s portfolio allocation away from target allocation
Prepare and summarize daily, quarterly, and monthly reports for client transactions and earnings for client accounts
Complete trades in clients’ accounts when instructed to do so
Qualification
Required
Associate's degree (required)
Typing of at least 50 wpm
Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines
Ability to learn the habits and needs of executives to anticipate their needs
Excellent initiative, ability to learn quickly and work independently
Knowledge of data gathering and reporting procedures
Ability to manage multiple projects and meet changing deadlines
Strong organizational and problem-solving skills to ensure excellent client service and expedient business processing
Ability to interact and communicate with individuals at all levels of the organization
Ability to interact and communicate with individuals/entities outside of the organization including clients, attorneys, accountants, etc
High level of responsibility and an eagerness to see projects and tasks through to completion
Preferred
Bachelor's degree (preferred)
Financial background or similar (preferred)
1-2 years of experience as a personal assistant (preferred)
Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients
Compile, sort, and verify data reports using various systems such as eMoney, Morningstar, Orion, and others
Use various computer systems to research and provide analysis of shifts in client's portfolio allocation away from target allocation
Prepare and summarize daily, quarterly, and monthly reports for client transactions and earnings for client accounts
Complete trades in clients' accounts when instructed to do so
Microsoft Suite: Excel, Outlook, SharePoint, Teams
Salesforce (CRM)
Benefits
Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
Employer Paid Medical Insurance.
Potential for Annual Variable Compensation and Bonuses.
Company
Renaissance Financial
Renaissance Financial is a financial services firm that provides customized solutions to assist individuals and businesses in reaching their financial goals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2008-11-30Debt Financing
Leadership Team
Natasha Leonard, M.P.A. (ENFJ)
Community Partnership Director
Company data provided by crunchbase