Job Information
Moneta Group Office Operations Specialist in Clayton, Missouri
This role provides a unique opportunity to interact with multiple teams across the firm. The Office Operations Specialist is responsible for supporting the firm through executing daily tasks and serving as the main point of contact for centralized document imaging. This is an exciting opportunity to build your knowledge of operations in wealth management, and a great opportunity to launch your career within Moneta.
Operates imaging equipment to create electronic files or archives
Ensures files are clearly scanned, correctly indexed, and filed for efficient retrieval
Receives, logs, and scans inbound checks for client-facing teams
Assists Office Services and Operational Service Team as needed
Fosters an environment of open, honest, and timely communication
Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position
B.S. Business, Finance, or related field preferred
One or more of relevant experience
Strong verbal and written communication skills
Proficient in Microsoft Office applications; Salesforce CRM preferred
Strong problem solving skills
Must be willing to work in-office five days per week
Work experience that demonstrates interpersonal and teamwork skills
Must be organized, meticulous, detail-oriented, and able to multitask
Ability to interact well with external service providers and all employees
Commitment to ‘Raving Fan’ service
Professional attitude, demeanor, and appearance
Salary & Benefits
Competitive Salary
Generous PTO (Paid Time Off)
Maternity & Paternity Leave
Ongoing Education Programs
Professional Certification & Development Reimbursement
External Company URL: http://www.monetagroup.com
Street: 1 N. Brentwood Blvd