Client Service Administrator

Moneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team.  We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. This position will be the foundation for your future career at Moneta.Essential ResponsibilitiesManage weekly client meeting schedulesSupport Client Service Managers and Advisors in preparation for client review meetingsHelp coordinate client paperworkHandle mail for clients and teamsReconcile monthly expense reportsMarketing and branding assistance as neededMaintain and organize client filesScheduling support and coordination for team and partners