Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

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.

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.

Essential 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

• Bachelor's degree preferred but not required
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) preferred
• Experience in financial services or related field preferred
• Knowledge of CRM systems a plus
• Must be authorized to work in the United States

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.