Client Services & Admin Lead — On-Site

Moneta Group Investment Advisors LLC; Denver (CO); Presencial; USD 55.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

Paid time off

Medical and dental insurance

Short-term disability insurance

Long-term disability insurance

401k Match

Profit-sharing bonus

Parental leave

Referral incentive

Descripción de la vacante

Moneta Group Investment Advisors LLC is seeking a Client Service Administrator to support client teams and enhance workflow efficiency. The role will involve managing meeting prep, paperwork coordination, travel arrangements, payroll processing, and event coordination, all while ensuring excellent client service on-site in the United States.

The position is full-time, with benefits including holidays, PTO, health insurance, and a 401k match.

Formación

• Familiarity with Microsoft Office products.
• Must be available to work fully on-site.
• Must be authorized to work in the United States.

Responsabilidades

• Support Client Service Managers and Advisors with administrative preparation for client review meetings.
• Enhance client experience by improving processes and workflows.
• Assist in coordinating client paperwork such as new account forms, statements, and reports.
• Support daily office operations including scheduling meetings, managing mail, client file organization, and supply orders.
• Manage bill payments, prepare month-end expense reports, and track financial transactions.
• Coordinate client travel arrangements including itinerary preparation and accommodations.
• Maintain client calendars, schedule appointments, and coordinate household maintenance services.
• Process payroll, create invoices, and manage vendor reporting and documentation.
• Handle forms and reports as needed for clients.
• Support special projects including property renovations and client-specific initiatives.
• Provide marketing and branding assistance as needed.
• Coordinate client and team events.

Conocimientos

Microsoft Office

Descripción del empleo

Moneta Group Investment Advisors LLC is seeking a Client Service Administrator to support client teams and enhance workflow efficiency. The role will involve managing meeting prep, paperwork coordination, travel arrangements, payroll processing, and event coordination, all while ensuring excellent client service on-site in the United States.

The position is full-time, with benefits including holidays, PTO, health insurance, and a 401k match.