Client Onboarding & Administrative Specialist
Renaissance Financial
Renaissance Financial seeks an organized, detail‑oriented assistant to support a Financial Advisor in client servicing and onboarding. The role involves coordinating appointments, handling routine inquiries, and compiling materials for client meetings to ensure smooth operations. In this full‑time position, you will work directly with the Advisor, manage onboarding tasks, and use systems like MAPS, eMoney, and Morningstar to support client portfolios and reporting. #J-18808-Ljbffr Renaissance Financial
Vacancy posted 20 hours ago
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