Moneta Group

  • Intern

  • Job Summary

    At Moneta, we create ‘Raving Fans’ by offering our clients an unparalleled level of service and attention.  Our teams advise clients on investments, risk management, retirement and tax planning, philanthropic intent, business consulting, cash management, education funding and estate planning. We are seeking Interns to work and learn at Moneta. As an intern, you will work side-by-side with intelligent, entrepreneurial colleagues, who will give exposure to all areas of the firm. You will work daily with partners, advisors, client service managers, on professional and client development. Through our internship, we will provide you with the tools to help develop your knowledge in finance as well as invest in your professional and personal growth by encouraging collaboration, creating best practices, and promoting Moneta culture.

    Duties & Responsibilities

    • Contribute to projects that ensure integrity of client data
    • Processing mail and check deposits
    • Ordering supplies and client gifts
    • Scheduling team events/meetings and picking up food
    • Prepare various documents for client signature
    • Gain exposure to various types of financial planning software
    • Data management of signed client forms
    • Scanning, filing, and shredding of sensitive client documents
    • Ensuring accuracy of completed trades
    • Special projects as required by current needs of team

    Qualifications

    • Progress toward B.S. Business, Finance, or Accounting; GPA 3.5 or higher preferred
    • Proficient in Microsoft Office applications
    • Must be organized, meticulous, detail-oriented, and able to multitask
    • Ability to interact well with clients and all employees
    • Commitment to ‘Raving Fan’ service
    • Professional attitude, demeanor, and appearance
    • Dedication to our “Why” and “How” in everything you do

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