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Responsibilities:
- Provide administrative support to the team.
- Manage correspondence and communications for client reviews.
- Maintain and organize client files.
Qualifications:
- 3+ years related experience.
- Proficient in Microsoft Office applications.
- Authorized to work in the United States.
Benefits:
- Paid holidays and PTO.
- Employer cost-shared medical and dental insurance.
- Discretionary annual profit-sharing bonus.
Moneta
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.