Executive Assistant

Moneta; St. Louis, Clayton (MO, MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid holidays & PTO

Medical insurance

Dental insurance

Disability insurance

AD&D insurance

Life insurance

401(k) match

Profit-sharing bonus

Parental leave

Volunteer time

Professional development reimbursement

Wellness programs

Job summary

Moneta, an independent Registered Investment Advisor, seeks an Executive Assistant to support a client service team in St. Louis. You will coordinate client meetings across multiple calendars and assist with day-to-day administrative tasks to ensure a smooth client experience.

The role emphasizes organization, proactive collaboration, and a service-oriented mindset, with growth opportunities as the team evolves.

Qualifications

• Prior executive/administrative or scheduling experience preferred.
• Strong calendar management and organizational skills.
• Client-service oriented with a professional presence.
• Comfort using technology and learning new systems; Salesforce experience is helpful but not required.

Responsibilities

• Coordinate client meetings across multiple calendars for clients, managers, and advisors.
• Schedule internal meetings and team events to optimize time.
• Assist with expense reports, office supplies, client gifts, and travel bookings.
• Support mail, shipping, notary needs, and recurring client-related tasks.
• Assist with new-hire paperwork and onboarding logistics.
• Collaborate with the team to anticipate needs and expand responsibilities.

Skills

Calendar management

Client service

Organization

Communication

Technology adaptability

Salesforce (basic)

Tools

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.