Moneta Group

Administrative Assistant - Financial Services Wealth Management

Job Summary

The Administrative Assistant provides overall administrative and project management support to firm wide initiatives; assists with internal communications and scheduling; demonstrates initiative and positive attitude. 


Exercises excellent judgment in organizing and prioritizing their own, and the CFO/COO’s activities/calendar; drafts correspondence; anticipates, and follows through on all items needing attention; demonstrates initiative and positive attitude.

Duties & Responsibilities

  • Compiles and prioritizes CFO/COO’s daily calendar including activities, calls, meetings, and travel coordination
  • Leads the preparation for Board meetings and Board committee meetings
  • Attends meetings and records minutes as needed
  • Anticipates upcoming decisions that need to be made; exercises good judgment if CFO/COO need to be involved in the decisions
  • Creates materials/slides for presentations based on subject matter topic/ goals of CFO/COO
  • Communicates with employees and CFO/COO’s direct reports on a variety of issues
  • Exercises good judgment in assisting with managing CFO/COO’s voice and/or email messages
  • Ensure confidentially at all times
  • Provides additional project management and support, as directed
  • Distributes incoming mail and packages; prepares UPS shipments’ paperwork for teams
  • 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


  • Associate’s or Bachelor’s degree preferred
  • Five years or more administrative assistant experience for leadership of a company/organization
  • Proficient in Microsoft Office applications
  • Ability to handle multiple tasks with little or no supervision
  • Ability to represent the CFO/COO in a highly professional manner
  • Excellent written and verbal communication skills
  • Work experience that demonstrates interpersonal and teamwork skills
  • Must be organized, meticulous, detail-oriented and able to multitask
  • Ability to interact well with all employees

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed