Administrative Assistant

Renaissance Financial • Sandy, UT

22d

About The Position

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Its mission is to help clients achieve financial freedom through creative business and personal planning. The firm describes its approach as team-oriented and entrepreneurial and supports staff through professional growth opportunities, team outings, and benefits. Renaissance Financial is an equal opportunity employer committed to diversity and inclusion.

The full-time Administrative Assistant manages systems for client servicing and onboarding, supporting efficient operations for both the existing and expanding client base. The assistant works directly with the Financial Advisor on the advisor’s daily work routine. Responsibilities include client scheduling and communications, onboarding and account paperwork, preparing reports and review materials, and completing client account trades when instructed.

Requirements

• Associate’s degree required.
• Strong organizational skills and attention to detail, including composing, typing, proofreading, prioritizing, and meeting deadlines.
• Ability to learn executives’ habits and needs and anticipate their needs.
• Initiative, ability to learn quickly, and ability to 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 support excellent client service and efficient business processing.
• Ability to interact and communicate with individuals at all levels of the organization.
• Typing speed of at least 40 words per minute.

Nice To Haves

• Bachelor’s degree preferred.
• Financial background or similar experience preferred.
• One to two years of experience as a personal assistant preferred.

Responsibilities

• Participate in weekly meetings with the Advisor to discuss upcoming appointments and action items.
• Monitor action items for new client onboarding.
• Schedule appointments and manage annual, semiannual, and quarterly review schedules.
• Handle routine inquiries independently within the limits of licensed authority.
• Prepare account summaries, portfolio analyses, and materials for client review meetings.
• Review applications, account changes, and related paperwork to oversee new-client onboarding.
• Complete new-client onboarding tasks, including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through insurance underwriting applications, and establishing electronic access.
• Handle most client communications involving service requests, applications, account changes, and related paperwork.
• Use software systems and client information from the Financial Advisor to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients.
• Compile, sort, and verify data reports using systems such as eMoney, Morningstar, and Orion.
• Research and analyze shifts in client portfolio allocations away from target allocations using computer systems.
• Prepare and summarize daily, quarterly, and monthly reports on client account transactions and earnings.
• Complete trades in client accounts when instructed.

Benefits

• Employer-paid medical insurance.
• Employer-provided 401(k) contribution of up to 10% based on eligible team-member compensation annually.
• Potential annual variable compensation and bonuses.
• Employer licensing coverage and growth opportunities.
• Team outings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree