Job Description

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.

Essential Responsibilities (may vary somewhat depending on individual team needs)

• Provide administrative support to the team, including managing calendars and email, and coordinating schedules
• 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
• Handle inbound and outbound mail for clients and team members
• Maintain and organize client files, including scanning documents
• Coordinate work travel, including flights, hotels, and rental cars
• Track and report on continuing education and licenses for Partners and Advisors
• Other miscellaneous duties, as required

Qualifications

• College degree preferred but not 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

Additional Information

This is a part-time, non-exempt, hourly position. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

• Compensation range of $20 - $25 per hour
• Paid holidays
• Paid time off (PTO)
• 401k Match – 50% of employee contributions up to 6% of compensation
• 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.