Client Services Executive Assistant

Moneta Group; Clayton (MO); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical insurance

Dental insurance

Disability & AD&D

Life insurance

401(k) match

Profit-sharing bonus

Parental leave

Volunteer time

Professional development

Wellness programs

Job summary

Moneta Group, an independent Registered Investment Advisor, is seeking an Executive Assistant to provide dedicated support to a client service team. The primary focus is coordinating client meetings across multiple calendars and delivering a smooth, thoughtful client experience.

This proactive role includes internal scheduling, expense reports, onboarding support, and a variety of administrative tasks. You will collaborate with the team to anticipate needs and help the office run efficiently,

Qualifications

• Excellent client-service oriented approach.
• Strong organizational skills and calendar management.
• Experience with administrative tasks and onboarding.
• Familiarity with office technology; Salesforce helpful but not required.
• Experience in executive/administrative support preferred.

Responsibilities

• Coordinate client meetings across calendars of clients, Client Service Managers, and Advisors.
• Schedule internal meetings and team events.
• Assist with expense reports, office supplies, client gifts, rental-car bookings, and other administrative needs.
• Support mail, shipping and tracking, notary needs, and select recurring client-related tasks.
• Assist with new-hire paperwork and onboarding logistics.
• Partner with the team to anticipate needs, improve organization, and take on additional responsibilities as the role evolves.

Skills

Client-service mindset

Organization

Calendar management

Administrative support

Tech-savvy

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Office

Salesforce

Job description

Moneta Group, an independent Registered Investment Advisor, is seeking an Executive Assistant to provide dedicated support to a client service team. The primary focus is coordinating client meetings across multiple calendars and delivering a smooth, thoughtful client experience.

This proactive role includes internal scheduling, expense reports, onboarding support, and a variety of administrative tasks. You will collaborate with the team to anticipate needs and help the office run efficiently,