Advisor Administrative Assistant

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/semiannual/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 to 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 application insurance underwriting process, establishing client electronic access.
• Handle most client communication involving service requests, reviewing applications, account changes and related paperwork.

Additional Tasks

• 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 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.
• Complete trades in clients’ accounts when instructed to do so.

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.
• Ability to interact and communicate with individuals/ entities outside of the organization including clients, attorneys, accountants, etc.
• High level of responsibility and an eagerness to see projects and tasks through to completion.

Education, Training & Experience

• Bachelor’s degree (preferred) associate’s degree (required) 
• Financial background or similar (preferred) 
• 1-2 years of experience as a personal assistant (preferred) 

Computer Equipment & Software

• Microsoft Suite
  • Excel  
  • Outlook  
  • SharePoint
  • Teams
• Salesforce (CRM)
• Typing of at least 50 wpm

Working Conditions

• On-site, professional business office environment.  
• Standard 40-hour work week.
• We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. 

Benefits and Incentives

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually). 
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.