Executive Assistant
About The Position
Moneta is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Its Partner-led teams are empowered to serve clients in their best interests, supported by a collaborative and entrepreneurial culture. Moneta is seeking a warm, organized, and proactive Executive Assistant to provide dedicated support to a client service team. The primary focus is coordinating client meetings across multiple calendars while helping the team stay organized and providing clients with a smooth, thoughtful experience. This is a new position, with the opportunity to shape the role and identify additional ways to support the team. The position offers the opportunity to become a trusted resource to a collaborative team, build relationships with clients and colleagues, and expand your impact as the role grows. Moneta is a fiduciary, fee-only Registered Investment Advisory firm. Employees may not hold securities licenses other than Series 65; outside business activities, insurance commissions, and trails are not permitted.
Requirements
- 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.
- Collaborative, service-oriented mindset and a genuine willingness to help wherever needed.
- Previous executive, administrative, scheduling, or client-service experience preferred.
- May not hold securities licenses other than Series 65; outside business activities, insurance commissions, and trails are not permitted.
Nice To Haves
- Salesforce experience is helpful but not required.
- Previous executive, administrative, scheduling, or client-service experience preferred.
Responsibilities
- 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.
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
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
