Top 48 Moneta group Jobs

Client Service Administrator
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- US work authorization
- Profit sharing
- Paid parental leave
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Data Engineer
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Computer science
- Computer Science
- Mid-level
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Instructional Designer
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Research
- Mid-level
- 3 years
- Profit sharing
- Paid parental leave
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13d
Compliance Specialist
Moneta Group —St. Louis, MO
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Application Specialist
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
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Private Market Research Analyst
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Microsoft Excel
- Research
- Office
- Profit sharing
- Paid parental leave
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Client Service Manager
Moneta Group Investment Advisors LLC —Wellesley, MA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
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Associate Portfolio Manager
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
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Full Stack Developer
Moneta Group —St. Louis, MO
- Full-time
- Computer Science
- 3 years
- Bachelor's degree
- Profit sharing
- Paid parental leave
Client Service Manager - Family Office
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
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Senior Client Service Manager
Moneta Group Investment Advisors LLC —Wellesley, MA
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
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Learning and Development Product Owner
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
- Profit sharing
- Paid parental leave
Quick Apply
13d
Associate Fixed Income Analyst
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
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Advisor, CFP
Moneta Group —Denver, CO
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Paid parental leave
Trust Officer
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- 5 years
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Investment Operations Specialist
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
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Senior Advisor
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- CPA
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
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Director of Public Manager Research
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Profit sharing
- Paid parental leave
Quick Apply
General Counsel and Chief Compliance Officer
Moneta Group —St. Louis, MO
- Full-time
- 11+ years
- Office
- US work authorization
- Profit sharing
- Paid parental leave
Managing Director of Wealth Transfer Strategy
Moneta Group —Chicago, IL
- Full-time
- Public speaking
- Business development experience
- Analysis skills

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Client Service Administrator

Moneta Group Investment Advisors LLC -
Clayton, MO

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid parental leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
401(k) matching
Professional development assistance
Volunteer time off
Life insurance
Referral program

Qualifications

Office supply management
Financial operations
Branding
Correspondence management
Office activity coordination
Renovation
Business travel arrangements
Serving clients
Freight documentation management
Account maintenance
Service scheduling
Client file management
Process improvement
Team scheduling
Mid-level
Invoice payment processing
Expense reports
Mail management
Overseeing payroll
Customs documentation preparation
Corporate event planning
Productivity software
Process management
Marketing
File organization
Bill payment support
Customs clearance management

Full Job Description

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, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Description

The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta.

Essential Responsibilities

Support Client Service Managers and Advisors with administrative preparation for client review meetings
Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
Manage bill payments, prepare month-end expense reports, and track financial transactions including distributions and credit postings
Coordinate client travel arrangements including itinerary preparation, flight research, and special accommodations
Maintain client calendars, schedule appointments, and coordinate household maintenance services
Process payroll, create invoices, and manage vendor reporting and documentation
Handle customs forms, property management reports, and banking correspondence as needed
Support special projects including property renovations and client-specific initiatives
Provide marketing and branding assistance as needed
Coordinate client and team events

Qualifications

College degree preferred
Familiarity with Microsoft Office products preferred
Must be available to work fully on-site
Must be authorized to work in the United States

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 well-being of employees and their families:

This is a full-time, non-exempt salary position
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.

Quick Apply

Refine Your Search

moneta group jobs

Client Service Administrator

Data Engineer

Instructional Designer

Compliance Specialist

Application Specialist

Private Market Research Analyst

Client Service Manager

Associate Portfolio Manager

Full Stack Developer

Client Service Manager - Family Office

Senior Client Service Manager

Learning and Development Product Owner

Associate Fixed Income Analyst

Advisor, CFP

Trust Officer

Investment Operations Specialist

Senior Advisor

Director of Public Manager Research

General Counsel and Chief Compliance Officer

Managing Director of Wealth Transfer Strategy

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