Moneta Group

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Client Service Administrator - Financial Services

Client Service Administrator - Financial Services

Job Summary

The Client Service Administrator provides overall administrative support to the Partner team, uses strong critical thinking skills to enhance processes, improve efficiencies; takes ownership of the role to organize and execute on responsibilities; thinks and acts in a proactive manner. 

 

Duties & Responsibilities

  • Places trades through Schwab and Fidelity; records all transactions in system as trades are placed
  • Completes all trade memos in system
  • Prepares daily deposits and withdrawals using Schwab and Fidelity systems
  • Notifies Client Service Managers of action items related to investment accounts
  • Gathers and assists with completion of paperwork for clients
  • Assists Client Service Managers and Advisor as needed with preparation of reports for client review meetings
  • Processes client management fees; records in system; follows up to ensure payment is received
  • Assists with client mailings; processes incoming mail
  • Ensures offsite files are inventoried
  • Orders files from offsite as needed; tracks receipt and return of files
  • Files appropriate documents in client files
  • Faxes and copies for team as needed
  • Scans and indexes documents as needed
  • Maintains individual and team calendars
  • Orders and maintains all supplies including forms, prospectuses, and useful research information
  • Completes other projects as needed including organizing team events
  • Fosters an environment of open, honest, and timely communication
  • Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position

Qualifications

  • High school diploma; some college preferred
  • Proficient in Microsoft Office applications
  • Proven success using critical thinking skills to enhance processes, improve efficiencies
  • Work experience that demonstrates interpersonal and teamwork skills
  • Must be organized, meticulous, detail-oriented, and able to multitask
  • Ability to interact well with clients and all employees
  • Commitment to ‘Raving Fan’ service
  • Authorization to work in the U.S. without durational restrictions

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