Moneta Group

Client Service Administrator

Job Summary

Moneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team.  We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. This position will be the foundation for your future career at Moneta.

 

Ranked among the Top 10 Registered Investment Advisory Firms by Barron’s for three consecutive years (2018-2020), Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by 150 years of innovation, service, and loyalty to our clients that only an independent company can offer.

Duties & Responsibilities

  • Manage weekly client meeting schedules
  • Support Client Service Managers and Advisors in preparation for client review meetings
  • Help coordinate client paperwork
  • Handle mail for clients and teams
  • Reconcile monthly expense reports
  • Marketing and branding assistance as needed
  • Maintain and organize client files
  • Scheduling support and coordination for team and partners
  • Understand and reinforce the ‘Why’ in all actions, which is “To empower people to navigate life’s path and protect what they cherish”

Qualifications

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: 

  • Paid Holidays
  • Paid Time Off
  • Employer Cost-Shared Medical and Dental Insurance
  • 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 the 2021 Top Workplaces Industry Award for Financial Services along with three Culture Excellence Awards for Leadership, 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 your professional growth and education throughout the full life of your 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.

 

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