Moneta Group is an independent Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.

The Client Service Administrator position includes a variety of assigned projects and tasks to support members of the client service team. Individuals that are organized, detail-oriented, flexible, and enjoy a collaborative team environment will thrive in this role. The position is an integral component of the team and a solid foundation for your future career at Moneta.

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.

Responsibilities

• Manage weekly client meeting schedules
• Support Client Service Managers and Advisors in preparation for client review meetings including generation of reports from portfolio system and updates to various schedules such as net worth, investment performance and charitable giving
• Generate monthly cash reports and assist Client Service Managers in monitoring client investment accounts
• Prepare custodian paperwork such as new account applications, cash movement and stock transfers
• Coordinate and monitor fund transfers and confirm cost basis information for incoming assets
• Liaison with custodians, accountants, and money managers
• Review investment trades
• Populate and maintain systems data and client files
• Maintain client documents and producing review books

As a Client Service Administrator, you will work alongside the team Partners, Advisors, and Client Service Managers on a wide range of projects focused on clients' needs. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once. In everything we do, we focus on our clients and their needs to deliver the best possible experience.

Additionally, the following list of qualifications are preferred:

• Bachelor's degree
• 2-3 years of work experience in team environment and team-oriented mentality
• High attention to detail and organized
• Self-starter with ability to prioritize work and handle multiple projects at the same time
• Professional attitude and demeanor
• Excellent communication skills, both verbal and written
• Ability to come into the office on a regular weekly basis (hybrid work schedules are available, however this position is not remote)
• Must be authorized to work in the United States

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 wellbeing of employees and their families:

• 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
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

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.