drjobs Administrative Assistant - Part-Time

Administrative Assistant - Part-Time

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1 Vacancy
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Job Location drjobs

Clayton, OH - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Our fastgrowing & thriving team is 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 daytoday by supporting team members on various administrative tasks projects and business initiatives. We seek an Administrative Assistant who is organized detailoriented flexible able to multitask and supports others. This position allows us to be a highfunctioning team through data management account management project implementation client communications and upholding our strong vibrant inclusive culture.

Essential Responsibilities (may vary somewhat depending on individual team needs)

  • 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
  • Coordinate work travel including flights hotels and rental cars
  • Track and report on continuing education and licenses for Partners and Advisors
  • Other miscellaneous duties as required

Qualifications :

  • College degree preferred but not required
  • 3 years related experience
  • Proficient in Microsoft Office applications and interest in learning other systems and platforms
  • Must be authorized to work in the United States


Additional Information :

This is a parttime nonexempt hourly position.  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: 

  • Compensation range of $20 $25 per hour
  • Paid holidays
  • Paid time off (PTO)
  • 401k Match 50 of employee contributions up to 6 of compensation
  • Employee referral incentive bonus program
  • Onsite wellness programs & rewards
  • Employee engagement activities

Moneta is a fiduciary feeonly 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. 


Remote Work :

No


Employment Type :

Parttime

Employment Type

Part-time

Company Industry

About Company

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