Executive Advisor Administrative Assistant

About Renaissance Financial

Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.

General Purpose of the Position

The mission of this full-time position is to manage systems to accomplish client servicing and client onboarding, for the efficient operations of both the current client base and expanding client base. You will work directly with the Financial Advisor to assist with all aspects of their daily work routine.

Essential Principal Duties and Responsibilities

• Schedule appointments, manage annual/semi-annual/quarterly review schedule. Handle routine inquiries independently and within the limits of licensed authority.
• 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 applicable insurance underwriting processes, establishing client electronic access.
• Handle most client communication involving service requests, reviewing applications, account changes and related paperwork, and onboarding of new clients.
• Prepare account summaries, portfolio analysis, and materials for client review meetings.

Additional Tasks

• Execute money movement for clients.
• Organize and execute client appreciation gifts.
• Communicate with non-client external parties to book meetings on joint client communication.
• Complete check receipt forms to deposit client incoming funds.

Future duties as the role grows could likely include (assuming a desire to get securities licensed and take on a more active role in the business):

• Complete trades in clients’ accounts when instructed to do so.
• Join meetings with clients.
• Generate and complete technical planning tasks such as bond portfolio analysis, cash flow analysis, equity portfolio reviews.

Essential Characteristics

• Excellent initiative, ability to learn quickly and work independently.
• Ability to learn the habits and needs of executives to anticipate their needs.
• Supervise and problem solve.
• Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines.

Education, Training, & Experience

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

Computer Equipment and Software

• Microsoft Outlook
• Microsoft Excel
• Typing of at least 40 wpm

Working Conditions

• Standard work week.
• Business professional office environment.

Benefits and Incentives

• Employer Paid Medical Insurance

• 200% Employer 401k match

• Potential for Annual Variable Compensation and Bonuses

• Employer Licensing Coverage and Growth Opportunities