Moneta

1 open remote positions

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. They provide a full spectrum of financial advisory services and are centered on building relationships and providing exceptional service to clients around the globe.

Benefits Overview 1 of 1 jobs

401(k) (1) Bonus (1) Dental (1) Disability Insurance (1) Life Insurance (1) Medical (1) PTO (1) Parental Leave (1) Reimbursement (1) VTO (1)

Open Positions

  • Provide administrative support to the team, including managing calendars and email, and coordinating schedules.
  • Facilitate travel logistics for Partners and Advisors, booking flights, hotels, and rental cars.
  • Enhance client experience through bulk email communications and organizing meetings.