Job Summary
The Client Service Administrator supports client team operations by providing overall assistance to Partners and team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta.
Essential Responsibilities
- Support Client Service Managers and Advisors with administrative preparation for client review meetings
- Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
- Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
- Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
- Provide marketing and branding assistance as needed
- Coordinate client and team events
Qualifications
- High school diploma required; college degree preferred
- Familiarity with Microsoft Office products preferred
- Must be authorized to work in the United States
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 well-being 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.
