Advisor Administrative Assistant

Renaissance Financial • St. Louis, MO

8h

About The Position

The Advisor Administrative Assistant manages systems for client servicing and onboarding to support efficient operations for both the current and expanding client base. The position works directly with a Financial Advisor to assist with their daily work routine and contributes to a close-knit, entrepreneurial financial services team.

Responsibilities include coordinating appointments and review schedules, supporting new-client onboarding, managing client communications and service requests, preparing materials and reports, and completing account-related tasks as directed. The role also uses financial software and client information to monitor portfolio allocations and risk tolerance, and may complete trades in client accounts when instructed.

Requirements

• Associate’s degree required.
• Ability to type at least 40 words per minute.
• Strong organizational skills and attention to detail, including composing, typing, and proofreading materials, 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.
• 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.

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 onboarding tasks, including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through insurance underwriting, and setting up electronic access.
• Handle most client communications involving service requests, applications, account changes, and related paperwork.
• Use software and client information from 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 clients’ 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 clients’ 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.
• Industry-leading benefits and team outings.

What This Job Offers

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