Posted 29 days ago
Executive Assistant
AI Summary
Provides dedicated administrative and scheduling support to a client service team at a registered investment advisor, coordinating client meetings across multiple calendars and handling expenses, onboarding logistics, and other operational tasks.
About this role
Moneta is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Our Partner-led teams are empowered to serve clients in their best interests, supported by a collaborative and entrepreneurial culture.
The Opportunity
We are seeking a warm, organized, and proactive Executive Assistant to provide dedicated support to a client service team. The primary focus will be coordinating client meetings across multiple calendars, while also helping the team stay organized and delivering a smooth, thoughtful experience for clients. This is a new position with the opportunity to shape the role and identify additional ways to support the team.
What You Will Do
- Coordinate client meetings and scheduling across the calendars of clients, Client Service Managers, and Advisors.
- Schedule internal meetings and team events.
- Assist with expense reports, office supplies, client gifts, rental-car bookings, and other administrative needs.
- Support mail, shipping and tracking, notary needs, and select recurring client-related tasks.
- Assist with new-hire paperwork and onboarding logistics.
- Partner with the team to anticipate needs, improve organization, and take on additional responsibilities as the role evolves.
What We Are Looking For
- A kind, upbeat, and professional presence with strong client-service instincts.
- Exceptional organization and follow-through, with the ability to manage changing priorities and complex calendars.
- Comfort using technology and learning new systems; Salesforce experience is helpful but not required.
- A collaborative, service-oriented mindset and a genuine willingness to help wherever needed.
- Previous executive, administrative, scheduling, or client-service experience preferred.
Why Join Moneta
You will become a trusted resource to a collaborative team, build relationships with clients and colleagues, and have room to expand your impact as the position grows.
Benefits
Paid holidays and PTO | Medical and dental insurance | Employer-paid disability, AD&D, and basic life insurance | 401(k) match | Discretionary profit-sharing bonus | Paid parental and volunteer time | Professional development reimbursement | Wellness and engagement programs
Moneta is a fiduciary, fee-only Registered Investment Advisory firm and is unable to hold securities licenses other than Series 65. Outside business activities, insurance commissions, and trails are not permitted.
Skills
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