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Investment Advisory Ops Associate: Client-Focused Growth

Renaissance Financial

Renaissance Financial in St. Louis, MO is seeking a full-time support specialist to assist with new account opening and review, money movement processing, account maintenance, and follow-up on outstanding items. Responsibilities include reviewing paperwork, communicating with Schwab, handling deposits and transfers, assisting advisors with cost basis maintenance, onboarding clients using DocuSign, and maintaining data in MAPS and Morningstar. We value teamwork and meticulous, discreet work. #J-18808-Ljbffr Renaissance Financial

Vacancy posted 4 days ago
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