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Executive Assistant
The Executive Assistant is responsible for drafting correspondence, anticipating and understanding the Partners’ 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.
Responsibilities
- Manage and prioritize Partners' professional and personal calendars, including scheduling meetings, calls, and travel arrangements.
- Prepare Partners and Advisors for meetings with clients and prospects, ensuring all necessary materials and schedules are in place.
- Handle all professional communications for Partners, including emails and voicemails, ensuring timely responses and maintaining confidentiality.
- Track and manage continuing education (CE) credits and license renewals for Partners.
- Coordinate and execute client communications, including bulk mailings, marketing materials, and website content updates.
- Facilitate travel logistics for Partners, booking flights, hotels, and rental cars.
- Maintain organization and follow-up on team matters, anticipating decisions and coordinating both work and personal commitments.
- Assist with the creation and distribution of educational and promotional materials to enhance client and prospect engagement.
- Handle personal errands and responsibilities for Partners as needed, ensuring a seamless integration of professional and personal schedules.
- Uphold the firm’s values and mission in all tasks, emphasizing the importance of each role’s evolving requirements and outcomes.
Qualifications
- HS diploma, Associate's or Bachelor’s degree preferred
- Three years or more related experience, including Executive/Personal Assistant experience preferred
- Proficient in Microsoft Office applications, especially Microsoft Excel
Additional Information
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:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
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.
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