Administrative Assistant
Administrative Assistant
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are 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.
Essential Responsibilities
- Provide administrative support to the team including managing calendars and email and coordinating schedules
- 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
- Handle inbound and outbound mail for clients and team members
- Maintain and organize client files including scanning documents
- Plan and manage team and client-related events
- Track and report on continuing education and licenses for Partners and Advisors
- Other miscellaneous duties as required
Qualifications :
- 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
Additional Information :
This full-time non-exempt salary position reports to the Operations Manager and Team Partners.
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:
- Compensation range of base starting salary $55000 - $75000 depending on experience
- 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
