Financial Administrative Assistant

 

An exciting opportunity for an experienced Financial Administrative Assistant to join Moneta Group, one of St. Louis’ oldest and most highly regarded financial planning organizations.Successful candidates are client oriented professionals, organized, detailed oriented, and flexible.  Excellent communication, administrative and computer skills, accuracy, and the ability to work with numbers are a must.

Responsibilities include: 

 handling client phone calls and acting on client requestspreparing investment reviewsscheduling and preparing for financial review meetingsmaintaining ACT (client management system) database

 

Some college course work and/or 2 to 3 years experience in the financial planning industry is preferred.  Proficiency in Word and Excel is a must.  This is a great opportunity to join a team of professionals in an organization that has longevity, stability and an impeccable record of success. We offer our employees competitive salaries and benefits which include medical, dental,  life and disability, 401(k) plan, paid time off and paid holidays.  For consideration, please e-mail your resume to jobs@monetagroup.com .  To learn more about Moneta Group and the services we offer, visit our web site at  http://www.monetagroup.com/ .