Executive Assistant
Executive Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
Moneta seeks an Executive Assistant to work with the President and Chief Operating Officer on the Enterprise Services Team. The Executive Assistant is a critical member of the Enterprise Services Team who will provide exceptional service in all interactions throughout the firm and anticipate the growing needs of the role. This Executive Assistant will exercise excellent judgment in organizing and prioritizing their own and the Executives calendars. A candidate who is proactive enthusiastic and detail-oriented will make a great match for this role. Candidates will be responsible for drafting correspondence anticipating and understanding the needs of the Executive building basic spreadsheets in Microsoft Excel and following through on all items needing attention. An Executive Assistant with strong initiative and a positive attitude will be able to make a large impact on our Enterprise Services Team and Moneta as a whole.
Essential Responsibilities
- Compiles and prioritizes the Executives daily calendar including activities calls meetings all items needing attention
- Assures the Executive is on schedule for the day
- Answers the Executives phones taking messages
- Exercises good judgment in assisting with managing the Executives voicemail and email messages
- Maintains and updates the Executives calendar including scheduling meetings and other business-related appointments
- Books all travel arrangements including flights hotels rental cars
- Plans and coordinates a variety of events
- Collects and processes receipts and expenses on a monthly basis
- Anticipates upcoming decisions that need to be made
- Maintains organization and follows up on various team matters
- Communicates with Board Members and Partners in the firm to ensure all meetings are on the calendar
- Prepares all Board packets in preparation for Board meetings
- Attends board meetings and records meeting minutes
- Responsible for daily mail and package distribution including interoffice mail
- Opens shred bins for employee access schedules shredding pick-up
- Manages kitchen duty schedule with teams including fridge clean-out schedule
- Manages daily snack basket in kitchen
- Coordinates parking access for appropriate employees
- Maintains office supply inventory
- Coordinates all office maintenance and repairs including cleaning requests with property management and office services to ensure the space is well maintained to Moneta standards
- Greets vendors and visitors when necessary
- Forwards correspondence from property management company to appropriate parties
- Maintains a high level of confidentiality in all interactions
Personal Assistant Responsibilities
- Assists with a variety of personal errands such as pharmacy orders lunch coffee groceries etc.
- Maintains personal calendar to ensure there are no business conflicts
- Books and schedules travel
- Connects with the Executive for follow-up after personal and professional events
Qualifications :
- Associates or Bachelors degree preferred
- Five years or more Administrative Assistant experience including Executive/Personal Assistant experience preferred
- Proficient in Microsoft Office applications especially Microsoft Excel
Additional Information :
This position is a non-exempt full-time permanent role and reports directly to the Chief Operating Officer (President).
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being 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.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
