Location
Clayton, MO | United States
Job description
Moneta, among the nation’s largest independent Registered Investment Advisors (RIAs), is committed to exceeding client expectations. While offering a comprehensive range of financial advisory services, our primary focus is fostering relationships and delivering unparalleled service to our global clientele.
Job Description
Our fast-growing & thriving team is seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by providing overall support to team members on various administrative tasks, projects, and business initiatives. We seek an Administrative Assistant who is organized, detail-oriented, flexible, able to multi-task, and supports others. This position allows us to be a high functioning team through data management, account management, project implementation, social media presence, client communications, and upholding our strong, inclusive culture.
Essential Responsibilities
- Provide administrative tasks to support the Partners and Advisors of the team
- Manage business systems to support the functionality of the team
- Support in maintenance of data, running reports, and account management in the CRM, Salesforce
- Manage basic bookkeeping duties and project management reporting
- Provide support with developing and executing presentation materials
- Support with generating ideas and planning team meetings
- Manage the team’s social media presence
- Support with client experience through bulk email communications and organizing client meetings
- Handle inbound and outbound mail for clients and team members
- Maintain and organize client files and scan necessary documents
- Manage team calendar and email, coordinate schedules
- Coordinate work travel including flights, hotels, and rental cars
- Track and report on continuing education and licenses of Partner and Advisors
- Ability to adjust to job’s changing requirements and needs as the role evolves
Qualifications
- College degree preferred but not required
- Proficient in Microsoft Office applications, Salesforce, and interest in learning other systems and platforms
- This position is full-time, non-exempt, and expected to be fully in-office
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Job tags
Salary
