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    Client Service Administrator - Denver, United States - Moneta Corporation

    Moneta Corporation
    Moneta Corporation Denver, United States

    4 weeks ago

    Default job background
    Description
    Company Description

    Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

    Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

    Job Description

    Moneta is actively hiring a part-time Client Service Administrator 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. We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role.

    Essential Responsibilities
    • Manage weekly client meeting schedules
    • Support Client Service Managers and Advisors in preparation for client review meetings
    • Help coordinate client paperwork
    • Handle mail for clients and teams
    • Reconcile monthly expense reports
    • Marketing and branding assistance as needed
    • Maintain and organize client files
    • Scheduling support and coordination for team and partners
    Qualifications

    As a Client Service Administrator, you will work alongside the team Partners, Advisors, and Client Service Managers on a wide range of projects focused on clients' needs. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once. In everything we do, we focus on our clients and their needs to deliver the best possible experience.

    Additionally, the following list of qualifications are preferred:
    • 2-3 years of work experience
    • This is a part-time, non-exempt position
    • Must be authorized to work in the United States
    Additional Information
    • Compensation is $20.00 per hour
    • Estimated 30 hours or less per week
    • This is a part-time, non-exempt, in-office position
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