Executive Assistant

Moneta seeks an Executive Assistant to work with the President and Chief Operating Officer on the Enterprise Services Team. The Executive Assistant is a critical member of the Enterprise Services Team who will provide exceptional service in all interactions throughout the firm and anticipate the growing needs of the role. This Executive Assistant will exercise excellent judgment in organizing and prioritizing their own and the Executive’s calendars. A candidate who is proactive, enthusiastic, and detail-oriented will make a great match for this role. Candidates will be responsible for drafting correspondence, anticipating and understanding the needs of the Executive, building basic spreadsheets in Microsoft Excel, and following through on all items needing attention.  An Executive Assistant with strong initiative and a positive attitude will be able to make a large impact on our Enterprise Services Team and Moneta as a whole. Essential ResponsibilitiesCompiles and prioritizes the Executive’s daily calendar including activities, calls, meetings, all items needing attentionAssures the Executive is on schedule for the dayAnswers the Executive’s phones, taking messagesExercises good judgment in assisting with managing the Executive’s voicemail and email messagesMaintains and updates the Executive’s calendar including scheduling meetings and other business-related appointmentsBooks all travel arrangements including flights, hotels, rental carsPlans and coordinates a variety of eventsCollects and processes receipts and expenses on a monthly basisAnticipates upcoming decisions that need to be madeMaintains organization and follows up on various team mattersCommunicates with Board Members and Partners in the firm to ensure all meetings are on the calendarPrepares all Board packets in preparation for Board meetingsAttends board meetings and records meeting minutesResponsible for daily mail and package distribution, including interoffice mailOpens shred bins for employee access, schedules shredding pick-upManages kitchen duty schedule with teams, including fridge clean-out scheduleManages daily snack basket in kitchenCoordinates parking access for appropriate employeesMaintains office supply inventory Coordinates all office maintenance and repairs including cleaning requests with property management and office services to ensure the space is well maintained to Moneta standardsGreets vendors and visitors when necessaryForwards correspondence from property management company to appropriate partiesMaintains a high level of confidentiality in all interactionsPersonal Assistant ResponsibilitiesAssists with a variety of personal errands such as pharmacy orders, lunch, coffee, groceries, etc.Maintains personal calendar to ensure there are no business conflictsBooks and schedules travelConnects with the Executive for follow-up after personal and professional events