Retirement Plan Services Specialist

About Renaissance Financial 

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, 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.  

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.  

The mission of this full-time position is to provide administrative assistance and support to Renaissance Financial advisors and their retirement plan clients. 

Responsibilities: 

• Retirement Plan Committee Meeting Management 
  • Proactively communicate with advisors regarding scheduling client meetings and necessary items to be discussed 
  • Compile and distribute meeting review materials to all attendees 
  • Prepare and deliver meeting recaps and follow up items to clients 
  • Document, coordinate, and follow up on any decisions and action items from client due diligence meetings 
  • Manage action items through to completion

• Fee-Based Client Management
  • Monitor and document fiduciary and non-fiduciary services to ensure compliance with client service agreements and fiduciary best practices 
  • Create and maintain each client’s due diligence file with appropriate records and documentation 
  • Track and benchmark financial advisory fees and update as necessary 
  • Perform quarterly investment monitoring using FI360 
  • Work with vendors and clients to complete plan level investment fund changes 
• Update plan information in Salesforce and other department records as needed 
• Perform other administrative duties as necessary 

Essential Characteristics: 

• High level of interpersonal skills to handle sensitive and confidential situations.
• This position requires demonstrated poise, tact and diplomacy. 
• Ability to interact and communicate with individuals at all levels of the organization.
• Follow and give general oral and written directions, ability to organize and manage multiple priorities, ability to work independently, understanding and experience with personal computers, enter data quickly and accurately.
• Work requires attention to detail in things such as composing, typing and proofing materials, establishing priorities and meeting deadlines.
• Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. 

Education, Training & Experience: 

• College degree preferred; must have High School diploma
• Two or more years of experience in an office environment preferred 
• Working knowledge of retirement plans preferred 

Computer Equipment and Software: 

• Proficiency in the use of computer programs for: 
• Microsoft Office Suite (including Word, PowerPoint, Excel, Outlook, OneNote) 
• Databases  
• Intranet 
• Adobe Acrobat 

 Proficiency in the use of office equipment: 

• Computer 
• Voice messaging systems 
• Fax 
• Photo copier 
• Typing of at least 50 wpm 

Working Conditions: 

• Business professional office environment. 
• Standard 40-hour work week, with flexibility to work additional hours as needed. 
• Occasional travel may be required. 

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. 
• Employer Licensing Coverage and Growth Opportunities.