Executive Assistant

Renaissance Financial • Nashville, TN

7d • Onsite

About The Position

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. The company describes its approach as relationship-focused, entrepreneurial, and team-oriented, and states that it is an equal opportunity employer committed to diversity and inclusion.

This full-time position manages systems for client servicing and onboarding to support efficient operations for both the current and expanding client base. The Executive Assistant works directly with a Financial Advisor to assist with daily work, client communication, account servicing, onboarding, reporting, and related administrative tasks. The role is performed onsite in a business professional office environment on a standard 40-hour work week.

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 expedient business processing.
• Ability to interact and communicate with individuals at all levels of the organization.
• Microsoft Suite skills, including Excel, Outlook, SharePoint, and Teams.
• Salesforce (CRM) skills.
• Typing speed of at least 50 words per minute.

Nice To Haves

• Bachelor’s degree preferred.
• Financial background or similar experience preferred.
• Two to six 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 onboarding of new clients.
• 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 gathered by 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 allocation away from target allocation 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 and industry-leading benefits are mentioned.

What This Job Offers

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