Executive Assistant

Renaissance Financial • Nashville, TN

6d • Onsite

About The Position

The Executive Assistant manages systems supporting client servicing and onboarding to help ensure efficient operations for the current and expanding client base. The position works directly with a Financial Advisor to support their daily work routine, including scheduling and preparing for client meetings, handling client service matters, and coordinating new-client onboarding. It also involves compiling and analyzing client and portfolio data, preparing reports, and completing account trades when instructed. This is a full-time, on-site role in a business-professional office environment with a standard 40-hour work week.

Requirements

• Associate’s degree required.
• Ability to type at least 50 words per minute.
• Strong organizational skills and attention to detail, including composing, typing, and proofing materials, establishing 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 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.
• Proficiency with Microsoft Suite, Excel, Outlook, SharePoint, Teams, and Salesforce (CRM).

Nice To Haves

• Bachelor’s degree preferred.
• Financial background or similar experience preferred.
• 2–6 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 and 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, and establishing electronic access.
• Handle most client communications involving service requests, applications, account changes, and related paperwork.
• Use software systems and client information 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 transactions and account 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 and industry-leading benefits.

What This Job Offers

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