Teams at Renaissance Financial

Supports a Financial Advisor by managing client onboarding, appointment scheduling, service requests, account paperwork, portfolio reporting, transaction documentation, and client communications. The role gathers and verifies data using financial software, prepares account and performance reports, assists with account transfers and electronic applications, and completes client trades when instructed. Strong organization, communication, independent judgment, attention to detail, and administrative coordination are essential.

Welcomes clients and visitors, manages incoming calls, conference rooms, mail, shipping, office supplies, visitor security logs, records scanning, and administrative files. Maintains a professional reception environment while providing excellent customer service and supporting office operations. Requires strong organization, communication, resourcefulness, confidentiality, and the ability to manage multiple priorities in an in-office business environment.

Analyze organizational workflows and identify responsible AI improvement opportunities. Translate business needs into AI-enabled solutions using tools such as Claude, Microsoft Copilot, and Jump AI. Build and maintain prompts, AI skills, knowledge bases, and guardrails; manage approved AI tools; support training and adoption; measure productivity and quality outcomes; and ensure compliance with data-classification rules, FINRA, SEC, and internal governance requirements.