Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
About Renaissance Financial
Renaissance Financial is a comprehensive financial planning 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 sets 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 employees.
The mission of this part-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.
Additional Tasks :
Future duties as the role grows could likely include (assuming a desire to get securities licensed and take on a more active role in the business)
Essential Characteristics :
Education, Training & Experience :
Computer Equipment and Software :
Working Conditions :
Last updated : 2024-04-23