Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Lincoln, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
The mission of this full-time position is to manage systems to accomplish client servicing and client onboarding, for the efficient operations of both the current client base and expanding client base. You will work directly with the Financial Advisor to assist with all aspects of their daily work routine.
Primary Responsibilities • Participate in weekly meetings with the Advisor to discuss the upcoming week's appointments and action items to work on. Continue to monitor action items for new client onboarding. • Schedule appointments, manage annual/semi-annual/quarterly review schedule. Handle routine inquiries independently and within the limits of licensed authority. • Prepare account summaries, portfolio analysis, and materials for client review meetings. • Review applications, account changes and related paperwork, and oversee the onboarding process of new clients. • Complete all necessary tasks to onboard a new client to Renaissance including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through an applicable insurance underwriting processes, establishing client electronic access. • Handle most client communication involving service requests, reviewing applications, account changes and related paperwork. • Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation System (MAPS) risk tolerance for clients. • Compile, sort, and verify data reports using various systems such as eMoney, Morningstar, Orion, and others. • Use various computer systems to research and provide analysis of shifts in client's portfolio allocation away from target allocation. • Prepare and summarize daily, quarterly, and monthly reports for client transactions, and earnings for client accounts. Future duties as the role grows could likely include (assuming a desire to get securities licensed and take on a more active role in the business) • Complete trades in clients' accounts when instructed to do so. • Generate and complete technical planning tasks such as bond portfolio analysis, cash flow analysis, equity portfolio reviews.
Essential Characteristics • Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines. • Ability to learn the habits and needs of executives to anticipate their needs. • Excellent initiative, ability to learn quickly and 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 ensure excellent client service and expedient business processing. • Ability to interact and communicate with individuals at all levels of the organization.
Education, Training & Experience • Associate degree or equivalent • Financial background or similar (preferred) • 1-2 years of experience as a personal assistant (preferred)
Licenses
The following licenses are preferred. If you do not hold the following licenses, they are to be obtained within the first 12 months of employment. • Nebraska Life and Health • SIE (Securities Industry Essentials) Exam • FINRA Series 7 • FINRA Series 66
Computer Equipment and Software • Microsoft Excel • Microsoft Outlook • Typing of at least 40 wpm
Working Conditions • Business professional office environment. • Standard 40-hour work week.
Benefits and Incentives • Employer Paid Medical Insurance • Generous employer contributions of up to 10% of team member eligible compensation annually. • Potential for Annual Variable Compensation and Bonuses • Employer Licensing Coverage and Growth Opportunities