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 is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Our Partner-led teams are empowered to serve clients in their best interests, supported by a collaborative and entrepreneurial culture.

The Opportunity

We are seeking a warm, organized, and proactive Executive Assistant to provide dedicated support to a client service team. The primary focus will be coordinating client meetings across multiple calendars, while also helping the team stay organized and delivering a smooth, thoughtful experience for clients. This is a new position with the opportunity to shape the role and identify additional ways to support the team.

What You Will Do

• Coordinate client meetings and scheduling across the 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.

What We Are Looking For

• A kind, upbeat, and professional presence with strong client-service instincts.
• Exceptional organization and follow-through, with the ability to manage changing priorities and complex calendars.
• Comfort using technology and learning new systems; Salesforce experience is helpful but not required.
• A collaborative, service-oriented mindset and a genuine willingness to help wherever needed.
• Previous executive, administrative, scheduling, or client-service experience preferred.

Why Join Moneta

You will become a trusted resource to a collaborative team, build relationships with clients and colleagues, and have room to expand your impact as the position grows.

Paid holidays and PTO | Medical and dental insurance | Employer-paid disability, AD&D, and basic life insurance | 401(k) match | Discretionary profit-sharing bonus | Paid parental and volunteer time | Professional development reimbursement | Wellness and engagement programs

Moneta is a fiduciary, fee-only Registered Investment Advisory firm and is unable to hold securities licences other than Series 65. Outside business activities, insurance commissions, and trails are not permitted.