Client Service Administrator

Company Description

Moneta Group is an independent Registered Investment Advisor (RIA).  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 Description

Moneta 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.  This position will be the foundation for your future career at Moneta.

Essential Responsibilities

• Support Client Service Managers and Advisors with administrative preparation for client review meetings
• Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
• Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
• Assist the team with organizing and managing tax document collection, coordinating insurance-related requests, and supporting various projects involving third-party professionals
• Provide marketing and branding assistance as needed
• Coordinate client and team events

Qualifications

• Familiarity with Microsoft office products preferred
• 1-3 years of work experience preferred
• Must be authorized to work in the United States  
• Ability to work in-person in our Cherry Creek, CO office required

Additional Information

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: 

• Compensation range of $55,000 - $60,000
• This is a full-time, non-exempt, salary position
• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

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.