About this role
Investment Advisory Operations Associate at Renaissance Financial. Location: St. Louis, Missouri, United States. Role: reviewing paperwork, processing transfers, updating portfolios Requirements: Support new account openings, money movement processing, account maintenance, custodian communications (Schwab/Pershing); SIE/Series 7/66 registrations encouraged; high school diploma and 1+ years office experience; Microsoft Office proficiency. Category: Business Operations Seniority: Entry Level Tools: DocuSign, Morningstar, MAPS, Microsoft Office, Databases, Internet, Schwab, Pershing Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English