Company DescriptionMoneta, among the nation’s largest independent Registered Investment Advisors (RIAs), is committed to exceeding client expectations. While offering a comprehensive range of financial advisory services, our primary focus is fostering relationships and delivering unparalleled service to our global clientele.Job DescriptionOur fast-growing & thriving team is 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 providing overall support to 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, social media presence, client communications, and upholding our strong, inclusive culture.Essential ResponsibilitiesProvide administrative tasks to support the Partners and Advisors of the teamManage business systems to support the functionality of the teamSupport in maintenance of data, running reports, and account management in the CRM, SalesforceManage basic bookkeeping duties and project management reporting Provide support with developing and executing presentation materialsSupport with generating ideas and planning team meetingsManage the team’s social media presenceSupport with client experience through bulk email communications and organizing client meetingsHandle inbound and outbound mail for clients and team membersMaintain and organize client files and scan necessary documentsManage team calendar and email, coordinate schedulesCoordinate work travel including flights, hotels, and rental carsTrack and report on continuing education and licenses of Partner and AdvisorsAbility to adjust to job’s changing requirements and needs as the role evolvesQualificationsCollege degree preferred but not requiredProficient in Microsoft Office applications, Salesforce, and interest in learning other systems and platformsThis position is full-time, non-exempt, and expected to be fully in-officeAdditional InformationMoneta 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: Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match – 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta 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.