Moneta Group

  • Client Service Administrator - Financial Services Wealth Management

  • 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


    • 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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