Client Service Administrator - Part Time - Moneta

MONETA is a national 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.

Moneta is actively hiring Client Service Administrators in our Mission Woods, Kansas office to support client team operations.  In this role, you will provide 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
• Support daily office operations including scheduling meetings, manage mail, client file organization, and maintain supply orders
• Provide marketing and branding assistance as needed
• Coordinate client and team events

• High school diploma required; college degree preferred
• Familiarity with Microsoft office products preferred
• Must be authorized to work in the United States  

This is a part-time, non-exempt position.

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.