Financial Advisor Administrative Assistant

Job overview

The Financial Advisor Administrative Assistant role is onsite in Phoenix, AZ; compensation is not specified. Renaissance Financial’s mission is to help clients achieve financial freedom through business and personal planning. The role supports a Financial Advisor’s daily work and helps keep client servicing and onboarding organized as the client base grows. It coordinates appointments and client communications, prepares account materials and reports, and manages onboarding paperwork and related account tasks.

What you'll do

• Coordinate weekly planning with the Advisor
• monitor onboarding action items
• schedule appointments and client reviews
• handle routine inquiries within licensed authority
• prepare account summaries, portfolio analyses, and meeting materials
• review applications and account changes
• support client onboarding and communications
• compile reports and complete trades when instructed.

What we're looking for

Skills & competencies

financial services

administrative assistant

advisor support

client onboarding

client service

portfolio reports

phoenix az

renaissance financial

full-time

40-hour work week

medical insurance

401(k) contribution

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-provided medical insurance
• employer 401(k) contribution up to 10% of eligible compensation
• potential annual variable compensation and bonuses
• licensing coverage and growth opportunities.

Why this role

The posting describes employer-provided medical insurance and a 401(k) contribution of up to 10% of eligible compensation, plus potential annual variable compensation and bonuses.

About the employer

Renaissance Financial Corporation is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.