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 is a full-time position is to provide support for new account opening and review, money movement processing, account maintenance, and following up on outstanding work items.
Primary Responsibilities:
- Review new account paperwork daily.
- Monitor and communicate to resolve issues and alerts from Schwab.
- Answer incoming calls on the IA Service Line and emails to the IA Service Group.
- Process client checks for deposit at Schwab or Pershing.
- Assist Financial Advisors and Administrative Assistants with Cost Basis maintenance.
- Process money movement requests for Schwab and Pershing which include ACH, wires and journal.
- Monitor and track daily tasks for accuracy and completion.
- Data entry of IA & Brokerage activity into database.
- Assist with onboarding new clients using DocuSign system.
- Scan paperwork for submission to custodians and for processing service requests.
- Build trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately.
- Function as a liaise to our Financial Advisors and follows up on the status of outstanding issues and requirements from our custodians.
- Develop expertise in our firm’s technology and software tools and platforms.
Essential Characteristics:
- Must have a high level of interpersonal skills to handle sensitive and confidential situations.
- Enjoy collaborating and being a part of a team that puts clients first.
- This position requires demonstrated poise, tact, patience, and diplomacy.
- Must be able to interact and communicate with individuals at all levels of the organization.
- Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
- Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
- Open to feedback and coaching.
Education, Training & Experience:
- College degree preferred; must have high school diploma.
- One or more years of experience in an office environment.
Registrations Required:
Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.
- SIE
- Series 7
- Series 66 (or equivalent)
Computer Equipment & Software:
- Microsoft Office Products
- Databases
- Internet
Working Conditions:
- This position requires working in an office environment.
- This position usually works a standard workweek.
- This position may require you to work occasional overtime hours.
- This position may require occasional travel.
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
