Retirement Plan Account Manager

About Renaissance Financial:

Renaissance Financial is a comprehensive financial planning 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 close-knit 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 well-being of our team members.

The mission of this full-time position is to provide administrative assistance and support to Renaissance Financial advisors and their retirement plan clients.

Primary Responsibilities:

• Develop and maintain strong and long-lasting relationships with clients and financial advisors.
• Serve as the main point of contact for client and advisor inquiries, requests, and concerns.
• Address any client concerns or issues promptly and effectively, striving for timely resolution.
• Prepare review materials for participant education meetings.
• Address advisor and plan participant questions and service requests.
• Communicate with advisors, participants, and vendors as needed.
• Update plan information in Salesforce and other department records as needed.
• Provide back up support for other Retirement Plan Account Managers
• Perform other administrative duties as necessary.

Other duties may be assigned to meet the business needs.

Essential Characteristics:

• High level of interpersonal skills to handle sensitive and confidential situations.
• This position requires demonstrated poise, tact, and diplomacy.
• Ability to interact and communicate with individuals at all levels of the organization.
• Follow and give general oral and written directions, ability to organize and manage multiple priorities, ability to work independently, understanding and experience with personal computers, enter data quickly and accurately.
• Work requires attention to detail in things such as composing, typing, and proofing materials, establishing priorities and meeting deadlines.
• Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Education, Training & Experience:

• College degree preferred; must have High School diploma.
• Two or more years of experience in an office environment preferred.
• Working knowledge of retirement plans preferred

Licenses & Certifications Preferred (to be obtained in first year):

None

Computer Equipment and Software:

Proficiency in the use of computer programs for:

• Microsoft Office Suite (including Word, PowerPoint, Excel, Outlook, OneNote)
• Databases
• Spreadsheets
• Intranet
• Adobe Acrobat

Proficiency in the use of office equipment:

• Computer
• Voice messaging systems
• Fax
• Photo copier
• Typing of at least 50 wpm

Working Conditions:

• Professional office environment.
• Standard work week of 40 hours.
• Rarely required to work overtime hours.
• No Travel

Benefits and Incentives:

• Employer Paid Medical Insurance
• Generous employer contributions of up to 10% of team member eligible compensation annually.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.