Moneta Benefits Overview

Supports the Estate Planning Review Department by triaging requests, organizing and reviewing wills, trusts, and related documents, extracting key information, identifying inconsistencies, and preparing accurate summaries for attorney review. The role also tracks deadlines, coordinates with internal client teams, maintains templates and procedures, supports meetings and training, handles correspondence, and performs general administrative duties.

Supports compliance operations for a registered investment adviser by reviewing client agreements, fees, trades, custodial forms, marketing materials, correspondence, technology usage, and outside business activities. Conducts audits, data validations, and advisor activity reviews; maintains policies and procedures; identifies process improvements; and contributes to compliance projects while partnering with advisors and business leaders.

Manages and maintains investment accounts in the Eclipse platform, including portfolio onboarding, trading, rebalancing, cash management, model portfolio maintenance, audits, tax-loss harvesting, withdrawals, and change requests. Monitors portfolios exceeding $1.1 billion, supports advisors and associate portfolio managers, analyzes trades, and communicates portfolio activity, reports, and analytics to partners and advisors.