Moneta
Job Description
The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.
Essential Responsibilities
Implement the client onboarding and, if applicable, custodian transition plan
Manage the client paperwork process including:
Preparation, delivery, and processing of client paperwork
Status monitoring and tracking
Coordination with custodian contacts to resolve issues
Regular communication of progress and open items
Research requirements for account transfers and special account needs
Organize, analyze, and implement transition of required data and records to Moneta systems
Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
Stay up to speed with custodian requirements, process changes, and Moneta systems
Qualifications
B.S. Business, Finance, or related field preferred
One year or more of relevant experience
Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
Additional Information Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
This is a full-time, exempt, salary position and reports to the VP of Practice Management
Paid holidays
Paid time off (PTO)
Employer cost‑shared medical and dental insurance
Employer paid short‑term disability, long‑term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit‑sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities
Moneta is a fiduciary fee‑only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Compensation $60,000-$60,000 per year
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Essential Responsibilities
Implement the client onboarding and, if applicable, custodian transition plan
Manage the client paperwork process including:
Preparation, delivery, and processing of client paperwork
Status monitoring and tracking
Coordination with custodian contacts to resolve issues
Regular communication of progress and open items
Research requirements for account transfers and special account needs
Organize, analyze, and implement transition of required data and records to Moneta systems
Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
Stay up to speed with custodian requirements, process changes, and Moneta systems
Qualifications
B.S. Business, Finance, or related field preferred
One year or more of relevant experience
Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
Additional Information Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
This is a full-time, exempt, salary position and reports to the VP of Practice Management
Paid holidays
Paid time off (PTO)
Employer cost‑shared medical and dental insurance
Employer paid short‑term disability, long‑term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit‑sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities
Moneta is a fiduciary fee‑only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Compensation $60,000-$60,000 per year
#J-18808-Ljbffr