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Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) 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.
Moneta is seeking an accomplished Trust Officer to oversee the development, execution, and management of all facets of Moneta Trust operations. The ideal candidate will possess the ability to efficiently plan, coordinate, and oversee daily administrative, operational, and compliance tasks, while also collaborating closely with the Vice President of Estate and Trusts Services. This role involves active participation in diverse committees, audits, and examinations. Additionally, the Trust Officer will serve as a key relationship manager and fiduciary advisor, ensuring exceptional trust administration for our valued client relationships.
Essential Responsibilities
Moneta 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:
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.
Full Time
Investment Management
$77k-102k (estimate)
03/29/2024
07/07/2024
monetagroup.com
CLAYTON, MO
200 - 500
1869
PETER SCHICK
$50M - $200M
Investment Management