Moneta
Overview
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We are seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks, projects, and business initiatives. We seek an Administrative Assistant who is organized, detail-oriented, flexible, able to multi-task, and supports others. This position allows us to be a high-functioning team through data management, account management, project implementation, client communications, and upholding our strong, vibrant, inclusive culture.
Responsibilities
- Provide administrative support to the team, including managing calendars and email, and coordinating schedules
- Draft and manage correspondence including letters, and thank you notes, and manage communications for client reviews
- Manage business systems to ensure team functionality
- Generate ideas for and plan team meetings
- Enhance client experience through bulk email communications and organizing meetings
- Handle inbound and outbound mail for clients and team members
- Maintain and organize client files, including scanning documents
- Plan and manage team and client-related events
- Track and report on continuing education and licenses for Partners and Advisors
- Other miscellaneous duties, as required
Qualifications
- High energy and professional demeanor
- Organized, detail-oriented, flexible, and able to multi-task
- Supports others and works well in a team
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Administrative
Location: St Louis, MO