Moneta is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Our Partner-led teams are empowered to serve clients in their best interests, supported by a collaborative and entrepreneurial culture.
The Opportunity
We are seeking a warm, organized, and proactive Executive Assistant to provide dedicated support to a client service team. The primary focus will be coordinating client meetings across multiple calendars, while also helping the team stay organized and delivering a smooth, thoughtful experience for clients. This is a new position with the opportunity to shape the role and identify additional ways to support the team.
What You Will Do
- Coordinate client meetings and scheduling across the calendars of clients, Client Service Managers, and Advisors.
- Schedule internal meetings and team events.
- Assist with expense reports, office supplies, client gifts, rental-car bookings, and other administrative needs.
- Support mail, shipping and tracking, notary needs, and select recurring client-related tasks.
- Assist with new-hire paperwork and onboarding logistics.
- Partner with the team to anticipate needs, improve organization, and take on additional responsibilities as the role evolves.
What We Are Looking For
- A kind, upbeat, and professional presence with strong client-service instincts.
- Exceptional organization and follow-through, with the ability to manage changing priorities and complex calendars.
- Comfort using technology and learning new systems; Salesforce experience is helpful but not required.
- A collaborative, service-oriented mindset and a genuine willingness to help wherever needed.
- Previous executive, administrative, scheduling, or client-service experience preferred.
Why Join Moneta
You will become a trusted resource to a collaborative team, build relationships with clients and colleagues, and have room to expand your impact as the position grows.
Benefits
Paid holidays and PTO | Medical and dental insurance | Employer-paid disability, AD&D, and basic life insurance | 401(k) match | Discretionary profit-sharing bonus | Paid parental and volunteer time | Professional development reimbursement | Wellness and engagement programs
Moneta is a fiduciary, fee-only Registered Investment Advisory firm and is unable to hold securities licenses other than Series 65. Outside business activities, insurance commissions, and trails are not permitted.
Skills Required
- Kind, upbeat, and professional presence with strong client-service instincts
- Exceptional organization and follow-through
- Ability to manage changing priorities and complex calendars
- Comfort using technology and learning new systems
- Collaborative, service-oriented mindset and willingness to help wherever needed
- Previous executive, administrative, scheduling, or client-service experience
- Salesforce experience
What We Do
Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer. At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them to navigate life’s path and protect what they cherish. We foster a culture of excellence and continuous growth, providing opportunities for you to develop your career while helping individuals, families, and institutions achieve their financial goals through highly personalized services leveraging cutting-edge technology and deep industry expertise. At Moneta, you will seek to understand, discover possibilities, and take action to deliver an exceptional experience. Our approach focuses on building long-term relationships with clients so we can design and execute custom solutions tailored to their unique needs and aligned with their personal aspirations.
