Moneta
Location
Clayton, MO | United States
Job description
Moneta Group is an independent Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.
Moneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team. We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. This position will be the foundation for your future career at Moneta.
Essential Responsibilities
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:
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