Mergers & Acquisitions Specialist
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Job Location:
Clayton, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
The Mergers & Acquisition Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.
Essential Responsibilities
- Implement the client onboarding and if applicable custodian transition plan
- Manage the client paperwork process including:
- Preparation delivery and processing of client paperwork
- Status monitoring and tracking
- Coordination with custodian contacts to resolve issues
- Regular communication of progress and open items
- Research requirements for account transfers and special account needs
- Organize analyze and implement transition of required data and records to Moneta systems
- Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
- Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
- Stay up to speed with custodian requirements process changes and Moneta systems
Qualifications :
- B.S. Business Finance or related field preferred
- One year or more of relevant experience
- Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
Additional Information :
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:
- This is a full-time exempt salary position and reports to the VP of Practice Management
- 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
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
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. Still, our true purpose is centered on building relationships and providing ... View more
