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Moneta · 1 day ago

Administrative Assistant

1 N Brentwood Blvd, Clayton, MO 63105, USA

Full-time

Hybrid

Mid Level

3+ years exp

Moneta is an independent Registered Investment Advisor focused on providing exceptional financial advisory services. They are seeking a highly energetic and professional Administrative Assistant to support team members with various administrative tasks, ensuring efficient day-to-day operations.

BankingConsultingFinancial Services

Responsibilities

Provide administrative support to the team, including managing calendars and email, and coordinating schedules

Facilitate travel logistics for Partners and Advisors, booking flights, hotels, and rental cars

Draft and manage correspondence including letters, and thank you notes, and manage communications for client reviews

Manage business systems to ensure team functionality

Generate ideas for and plan team meetings

Enhance client experience through bulk email communications and organizing meetings

Assist with the creation and distribution of educational and promotional materials to enhance client and prospect engagement

Handle inbound and outbound mail for clients and team members

Maintain and organize client files, including scanning documents

Lead and assist with the planning, coordination, and execution of events for the team and their clients

Other miscellaneous duties, as required

Qualification

Microsoft Office proficiencyMulti-taskingClient communicationOrganizational skillsDetail-oriented

Required

3+ years related experience

Proficient in Microsoft Office applications, and interest in learning other systems and platforms

Must be authorized to work in the United States

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