Company DescriptionMoneta Group is an independent Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.Job DescriptionMoneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team. We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. This position will be the foundation for your future career at Moneta.Essential Responsibilities Enhance overall client experienceSupport Client Service Managers and Advisors in preparation for client review meetingsHelp coordinate client paperworkHandle mail for clients and teamsSupport in day-to-day office operationsManage client giftingMarketing and branding assistance as neededMaintain and organize client filesCoordinate client and team eventsOrder team supplies and snacks/stock and manage break areasScheduling support and coordination for team and partnersQualificationsHigh school diploma required; college degree preferredAdditional 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.