Abrar Admin

Moneta Group

<div><p>The Executive Assistant is responsible for drafting correspondence, anticipating and understanding the Partners&rsquo; needs, and following through on all items needing attention. An Executive Assistant with strong initiative and a positive attitude will make a large impact on this Client Service Team and Moneta as a whole.</p><p><b>
Responsibilities</b></p><div><ul><li>
Manage and prioritize Partners' professional and personal calendars, including scheduling meetings, calls, and travel arrangements.</li><li>
Prepare Partners and Advisors for meetings with clients and prospects, ensuring all necessary materials and schedules are in place.</li><li>
Handle all professional communications for Partners, including emails and voicemails, ensuring timely responses and maintaining confidentiality.</li><li>
Track and manage continuing education (CE) credits and license renewals for Partners.</li><li>
Coordinate and execute client communications, including bulk mailings, marketing materials, and website content updates.</li><li>
Facilitate travel logistics for Partners, booking flights, hotels, and rental cars.</li><li>
Maintain organization and follow-up on team matters, anticipating decisions and coordinating both work and personal commitments.</li><li>
Assist with the creation and distribution of educational and promotional materials to enhance client and prospect engagement.</li><li>
Handle personal errands and responsibilities for Partners as needed, ensuring a seamless integration of professional and personal schedules.</li><li>
Uphold the firm&rsquo;s values and mission in all tasks, emphasizing the importance of each role&rsquo;s evolving requirements and outcomes.</li></ul></div><p><b>
Qualifications</b></p><div><ul><li>
HS diploma, Associate's or Bachelor&rsquo;s degree preferred</li><li>
Three years or more related experience, including Executive/Personal Assistant experience preferred</li><li>
Proficient in Microsoft Office applications, especially Microsoft Excel</li></ul></div><p></p><p><b><br>
Additional Information</b></p><div><i>
This role is a full-time, non-exempt salaried position and requires regular on-site attendance in the office.</i></div><p></p><p><br>
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:</p><ul><li>
Paid holidays</li><li>
Paid time off (PTO)</li><li>
Employer cost-shared medical and dental insurance</li><li>
Employer-paid short-term disability, long-term disability, AD&amp;D insurance, and basic life insurance</li><li>
401k Match &ndash; 50% of employee contributions up to 6% of compensation</li><li>
Discretionary annual profit-sharing bonus</li><li>
Paid parental leave</li><li>
Professional development reimbursement</li><li>
Paid volunteer time off (VTO)</li><li>
Employee referral incentive bonus program</li><li>
Onsite wellness programs &amp; rewards</li><li>
Employee engagement activities</li></ul><p><b>
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.</b></p></div>

Executive Assistant

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Moneta Group

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Executive Assistant