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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