Portfolio Specialist
Portfolio Specialist
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Salary Not Disclosed
1 Vacancy
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 closeknit 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 wellbeing 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 fulltime 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
Portfolio Management
- Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation System (MAPS) risk tolerance for clients.
- Compile sort and verify data reports using various systems such as eMoney Morningstar Orion and others.
- Use various computer systems to research and provide analysis of shifts in clients portfolio allocation away from target allocation.
- Process stock mutual fund ETF and option trades in client accounts.
- Develop and send clients communication detailing portfolio recommendations trade summary tax implications and style drift.
- Monitor and maintain tracking system for clients annual IRA Roth IRA SEP IRA Simple IRA and Solo(k) funding. Communicate contribution limits and funding deadlines to clients.
- Prepare and summarize daily quarterly and monthly reports for client transactions and earnings for client accounts.
- Communicate with nonclient external parties to book meetings on joint client communication.
Administrative
- Participate in weekly meetings with the team to discuss the upcoming weeks appointments and action items to work on (reports case preparation RMDs analysis). Continue to monitor action items for new client onboarding.
- Schedule appointments manage annual/semiannual/quarterly review schedule. Handle routine inquiries independently.
- Handle client communication involving service requests reviewing applications account changes and related paperwork.
- Complete all necessary tasks to onboard a new client to Renaissance including gathering documentation sending electronic applications transferring accounts linking bank accounts establishing systematic deposit schedules guiding clients through an applicable insurance underwriting processes establishing client electronic access.
Essential Characteristics
- Strong organizational skills and attention to detail in such things as composing typing and proofing materials establishing priorities and meeting deadlines.
- Ability to learn the habits and needs of executives to anticipate their needs.
- Excellent initiative ability to learn quickly and work independently.
- Knowledge of data gathering and reporting procedures.
- Ability to manage multiple projects and meet changing deadlines.
- Strong organizational and problemsolving skills to ensure excellent client service and expedient business processing.
- Ability to interact and communicate with individuals at all levels of the organization.
Education Training & Experience
- Bachelors degree.
- 12 years of administrative experience (preferred)
- 36 years of Financial Service Industry Experience
Licenses & Certifications Required
- SIE (Securities Industry Essentials)
- FINRA Series 7
- FINRA Series 66
Computer Equipment and Software
- Microsoft Excel
- Microsoft Outlook
- Salesforce
- Typing of at least 50 wpm
Working Conditions
- Business professional office environment.
- Standard 40hour work week.
- 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 Paid Medical Insurance.
- Employer provided401kcontribution (up to 10 based on team member eligible compensation annually)
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
