Administrative Assistant

Moneta•Clayton, MO

29d•Hybrid

About The Position

Our fast-growing & thriving team is seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks, projects, and business initiatives. We seek an Administrative Assistant who is organized, detail-oriented, flexible, able to multi-task, and supports others. This position allows us to be a high-functioning team through data management, account management, project implementation, client communications, and upholding our strong, vibrant, inclusive culture.

Requirements

3+ years related experience
Proficient in Microsoft Office applications, and interest in learning other systems and platforms
Must be authorized to work in the United States

Responsibilities

Provide administrative support to the team, including managing calendars and email, and coordinating schedules.
Facilitate travel logistics for Partners and Advisors, booking flights, hotels, and rental cars.
Draft and manage correspondence including letters, and thank you notes, and manage communications for client reviews.
Manage business systems to ensure team functionality.
Generate ideas for and plan team meetings.
Enhance client experience through bulk email communications and organizing meetings.
Assist with the creation and distribution of educational and promotional materials to enhance client and prospect engagement.
Handle inbound and outbound mail for clients and team members.
Maintain and organize client files, including scanning documents.
Lead and assist with the planning, coordination, and execution of events for the team and their clients.
Other miscellaneous duties, as required.

Benefits

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