Client Service Administrator
Moneta, Clayton, MO, United States
MONETA
is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Description
The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta.
Support Client Service Managers and Advisors with administrative preparation for client review meetings
Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
Manage bill payments, prepare month-end expense reports, and track financial transactions including distributions and credit postings
Coordinate client travel arrangements including itinerary preparation, flight research, and special accommodations
Maintain client calendars, schedule appointments, and coordinate household maintenance services
Process payroll, create invoices, and manage vendor reporting and documentation
Handle customs forms, property management reports, and banking correspondence as needed
Support special projects including property renovations and client-specific initiatives
Provide marketing and branding assistance as needed
Coordinate client and team events
Qualifications
Familiarity with Microsoft Office products preferred
Must be available to work fully on-site
Must be authorized to work in the United States
Additional information
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 is a full-time, non-exempt salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Employee referral incentive bonus program
Onsite wellness programs & rewards
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
#J-18808-Ljbffr
is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Description
The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta.
Support Client Service Managers and Advisors with administrative preparation for client review meetings
Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
Manage bill payments, prepare month-end expense reports, and track financial transactions including distributions and credit postings
Coordinate client travel arrangements including itinerary preparation, flight research, and special accommodations
Maintain client calendars, schedule appointments, and coordinate household maintenance services
Process payroll, create invoices, and manage vendor reporting and documentation
Handle customs forms, property management reports, and banking correspondence as needed
Support special projects including property renovations and client-specific initiatives
Provide marketing and branding assistance as needed
Coordinate client and team events
Qualifications
Familiarity with Microsoft Office products preferred
Must be available to work fully on-site
Must be authorized to work in the United States
Additional information
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 is a full-time, non-exempt salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Employee referral incentive bonus program
Onsite wellness programs & rewards
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
#J-18808-Ljbffr