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Moneta · 2 days ago

Mergers & Acquisitions Specialist

St Louis, MO

Full-time

Onsite

Entry Level

1+ years exp

Moneta is an independent Registered Investment Advisor focused on providing exceptional service to clients. The Mergers & Acquisitions Specialist will work closely with the transition team to ensure a smooth onboarding process for new advisor teams.

BankingConsultingFinancial Services

Responsibilities

Implement the client onboarding and, if applicable, custodian transition plan

Manage the client paperwork process including:

Preparation, delivery, and processing of client paperwork

Status monitoring and tracking

Coordination with custodian contacts to resolve issues

Regular communication of progress and open items

Research requirements for account transfers and special account needs

Organize, analyze, and implement transition of required data and records to Moneta systems

Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition

Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams

Stay up to speed with custodian requirements, process changes, and Moneta systems

Qualification

Client onboardingData analysisMicrosoft OfficeSalesforce CRMDocuSign

Required

One year or more of relevant experience

Proficient in Microsoft Office applications

Preferred

B.S. Business, Finance, or related field

Salesforce CRM

DocuSign

Benefits

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

Company

Moneta

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer.

Founded in 1869

St Louis, Missouri, USA

501-1000 employees