Moneta is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Our Partner-led teams are empowered to serve clients in their best interests, supported by a collaborative and entrepreneurial culture.
The Opportunity
We are seeking a warm, organized, and proactive Executive Assistant to provide dedicated support to a client service team. The primary focus will be coordinating client meetings across multiple calendars, while also helping the team stay organized and delivering a smooth, thoughtful experience for clients. This is a new position with the opportunity to shape the role and identify additional ways to support the team.
What You Will Do
What We Are Looking For
Why Join Moneta
You will become a trusted resource to a collaborative team, build relationships with clients and colleagues, and have room to expand your impact as the position grows.
Benefits
Paid holidays and PTO | Medical and dental insurance | Employer-paid disability, AD&D, and basic life insurance | 401(k) match | Discretionary profit-sharing bonus | Paid parental and volunteer time | Professional development reimbursement | Wellness and engagement programs
Moneta is a fiduciary, fee-only Registered Investment Advisory firm and is unable to hold securities licenses other than Series 65. Outside business activities, insurance commissions, and trails are not permitted.
Job details are sourced from the employer's original posting.
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