Client Service Administrator

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 ResponsibilitiesSupport Client Service Managers and Advisors with administrative preparation for client review meetingsEnhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvementAssist in coordinating client paperwork such as new account forms, statements, signature forms, and reportsSupport daily office operations including scheduling meetings, manage mail, client file organization, and maintain supply ordersProvide marketing and branding assistance as neededCoordinate client and team events