Job Description

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

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.

Essential Responsibilities

• Manage and prioritize Partners' professional and personal calendars, including scheduling meetings, calls, and travel arrangements.
• Prepare Partners and Advisors for meetings with clients and prospects, ensuring all necessary materials and schedules are in place.
• Handle all professional communications for Partners, including emails and voicemails, ensuring timely responses and maintaining confidentiality.
• Track and manage continuing education (CE) credits and license renewals for Partners.
• Coordinate and execute client communications, including bulk mailings, marketing materials, and website content updates.
• Facilitate travel logistics for Partners, booking flights, hotels, and rental cars.
• Maintain organization and follow-up on team matters, anticipating decisions and coordinating both work and personal commitments.
• Assist with the creation and distribution of educational and promotional materials to enhance client and prospect engagement.
• Handle personal errands and responsibilities for Partners as needed, ensuring a seamless integration of professional and personal schedules.
• Uphold the firm’s values and mission in all tasks, emphasizing the importance of each role’s evolving requirements and outcomes.

Qualifications

• Associate's or Bachelor’s degree preferred
• Five years or more related experience, including Executive/Personal Assistant experience preferred
• Proficient in Microsoft Office applications, especially Microsoft Excel
• Regular and reliable attendance expected

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 wellbeing 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
• 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. 

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