Job Description
Job Description
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 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/semiannual/quarterly review schedule.
* Handle routine inquiries independently and within the limits of licensed authority
* Prepare
Job Description
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 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/semiannual/quarterly review schedule.
* Handle routine inquiries independently and within the limits of licensed authority
* Prepare
Executive Assistant in omaha at Unknown Company
- Typical pay
- $43,940–$69,668
For context, most administrative assistants earn between $43,940–$69,668 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as full time and onsite.