Part-Time 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.

The mission of this part-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.

Primary Responsibilities:

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

Additional Tasks:

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

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)

• Join in meetings with clients

• Complete trades in clients’ accounts when instructed to do so.

• Generate and complete technical planning tasks such as bond portfolio analysis, cash flow analysis, equity portfolio reviews.

• Manage a team of other staff members as the client base grows.

Essential Characteristics:

• 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 the advisor to anticipate their needs.
• Excellent initiative, ability to learn quickly and work independently.
• Problem solve and anticipate the needs for future client meetings.

Education, Training & Experience:

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

Computer Equipment and Software:

• Microsoft Excel
• 1-2 years working with CRM software (Salesforce, HubSpot, Zoho, etc.)
• Microsoft Outlook
• Typing of at least 40 wpm

Working Conditions:

• 15-20-hour work week.
• Business professional office environment.