More jobs:
Advisor Support & Client Onboarding Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-14
Listing for:
Renaissance Financial
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Renaissance Financial is seeking a proactive Personal Assistant to support the Financial Advisor, manage client onboarding, and coordinate daily operations in Phoenix. You will handle documentation, scheduling, and client communications to ensure smooth service delivery.
Ideal candidates have an associate degree, 2–4 years of personal assistant experience, and familiarity with CRM tools like Salesforce. The role offers growth opportunities in a collaborative, client-focused environment.
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