Administrative Assistant

Renaissance Financial • Sandy, UT

21d

About The Position

The Administrative Assistant manages systems for client servicing and onboarding to support efficient operations for both the existing and expanding client base. The role works directly with a Financial Advisor to assist with daily work routines, client communications, appointment scheduling, account servicing, reporting, and onboarding. The position also supports portfolio analysis and account transactions as instructed.

The work is performed in a business-professional office environment on a standard 40-hour work week. Renaissance Financial describes itself as a comprehensive financial services firm with offices in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Its stated mission is to help clients achieve financial freedom through creative business and personal planning. The company describes a close-knit, entrepreneurial, team-oriented environment and states that it is an equal opportunity employer committed to an inclusive environment.

Requirements

• Associate’s degree required.
• Strong organizational skills and attention to detail, including composing, typing, proofreading, setting priorities, 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 changing deadlines.
• 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.
• Working knowledge of Microsoft Excel, Microsoft Outlook, and Salesforce.

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 review 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 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 client communications involving service requests, applications, account changes, and related paperwork.
• Use software systems and information gathered by the Financial Advisor to manage clients’ Model Portfolio Accumulation Systems (MAPS) risk tolerance.
• 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 for client 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 for 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