Administrative Assistant

Company Description

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients.

Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.

Our fast-growing & thriving team is seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks, projects, and business initiatives. We seek an Administrative Assistant who is organized, detail-oriented, flexible, able to multi-task, and supports others. This position allows us to be a high-functioning team through data management, account management, project implementation, client communications, and upholding our strong, vibrant, inclusive culture.

• 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, 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.

• 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

This is a full-time, non-exempt role offering flexible work options, including fully remote, hybrid, or in-office.

• 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.