Moneta Group

Executive Assistant

Job Summary

A growing Moneta Client Service Team seeks an energetic and enthusiastic Executive Assistant to support the team’s Partners and members.  The Executive Assistant is a critical member of the Client Service Team who will provide exceptional service in all interactions throughout the team and anticipate the growing needs of the role.  This Executive Assistant will exercise excellent judgment in organizing and prioritizing their schedule and Partners’ calendars.  A candidate who is proactive, enthusiastic, and detail-oriented will make an excellent match for this role.  

 

In this role, the Executive Assistant will be responsible for drafting correspondence, anticipating and understanding the Partners’ needs, and following through on all items needing attention.  An Executive Assistant with strong initiative and a positive attitude will make a large impact on this Client Service Team and Moneta as a whole. 

 

Moneta is an Independent Registered Investment Advisor (RIA) wholly focused on going further for our clients.  We are one firm with many solutions, providing a full spectrum of financial advisory services, building relationships and providing exceptional service to our clients around the globe.

Duties & Responsibilities

  • Compiles and prioritizes Partners’ daily calendars including activities, calls, meetings, and all items needing attention
  • Prepares Partners and Advisors for prospect and client meetings, including scheduling
  • Manages professional emails & voicemails for each Partner to ensure timely response
  • Exercises good judgment in assisting with managing voicemail and email messages for the Partners
  • Maintains and updates the Partners’ calendars including scheduling meetings and other business-related appointments
  • Books all travel arrangements including flights, hotels and rental cars for professional travel
  • Tracks and reports on CE and licenses for Partners
  • Collects receipts and expenses monthly
  • Anticipates upcoming decisions that need to be made
  • Maintains organization and follows up on various team matters
  • Greets clients and visitors when necessary
  • Plans and implements communication pieces to clients and prospects, including coordination of all team bulk mailings
  • Assists with marketing and educational materials, professional bios, website content and other communication
  • Ability to adjust to the role’s changing requirements and needs as they evolve
  • Maintains a high level of confidentiality in all interactions
  • Ensures the ‘Why’ of Moneta are incorporated into the execution of duties and responsibilities of the position
  • Coordinates work and personal calendars on Outlook and Gmail
  • Prioritizes and coordinates work and personal to-dos
  • Assists with a variety of personal errands if necessary
  • Maintains Partners’ personal calendars to ensure there are no business conflicts
  • Connects with Partners for follow-up after personal and professional events

Qualifications

  • Associates or Bachelor’s degree preferred
  • Five years or more Administrative Assistant experience, including Executive/Personal Assistant experience preferred
  • Proficient in Microsoft Office applications, especially Microsoft Excel
  • Knowledge of social media websites including LinkedIn
  • Ability to multi-task
  • Ability to work autonomously
  • Ability to represent the firm in a highly professional manner
  • Excellent written and verbal communication skills
  • Work experience that demonstrates interpersonal and teamwork skills
  • Must be organized, meticulous and detail-oriented
  • Professional attitude, demeanor and appearance

Value of Being a Moneta Employee

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families.  This commitment is consistent with Moneta’s WHY: To empower people to navigate life’s path and protect what they cherish.

  • Paid Holidays
  • Paid Time Off
  • 401k Match – 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid Pregnancy and Parental Leave
  • Professional Development Reimbursement
  • Paid Volunteer Time Off
  • Employee Referral Incentive Program
  • Onsite Wellness Programs & Rewards
  • Employee Assistance Program (EAP)
  • Employee Engagement Activities
  • Company Sponsored Food Trucks and Fishbowl Friday Events
  • Complimentary Fresh Fruit, Soda & Snacks
  • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance

 

Why Moneta

  • After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021.  Moneta also won a 2021 Top Workplaces Industry Award for “Financial Services” along with three Culture Excellence Awards for “Clued-In Leaders,” “Communication” and “Innovation.”
  • MonetaU​, our firm’s Talent and Organization Development program, tangibly demonstrates the value Moneta places on its employees by significantly investing in everyone’s professional growth and education throughout their full career at the firm.
  • Moneta Charitable Foundation provides funding for 501(c)(3) organizations with a primary focus on financial literacy, children, education, the elderly, and community needs.
    • In addition to the Foundation’s annual partnerships, as well as its employee-nominated service and support grants, each month one Moneta employee is randomly selected to receive a Good Fortune Grant to direct to a charity of their choosing.
    • Through the end of 2021, each member of Team Moneta can participate in one or all of the firm’s Momentum Wellness Partnership activities. When you prioritize your health, you give back to those in need across the St. Louis, Denver, Boston, and Kansas City communities.

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