Job Description

Retirement Plan Client Service Administrator

MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we've built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Description

The Retirement Plan Client Service Administrator supports the operations of a client team specializing in employer sponsored retirement plans by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team.

Essential Responsibilities

• Support Advisors in coordinating presentations, videos and managing an online education platform for 401(k) plan participants
• Track and report participant engagement and feedback from education sessions, including surveys, attendance, and impact
• Maintain a calendar of upcoming education events and deadlines
• Prepare presentation materials, flyers, other content, and coordinate education events for 401(k) plan participants
• Support Client Service Managers and Advisors with administrative preparation for client review meetings
• Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
• Assist in coordinating vendor and client paperwork and managing team projects
• Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
• Provide marketing and branding assistance as needed
• Coordinate client and team events

Qualifications

• High school diploma required; college degree preferred
• Familiarity with Microsoft Office products preferred
• Must be authorized to work in the United States

Additional Information

This is a full-time, salary, non-exempt position reporting to the Senior Advisor. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only 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.

Job Tags

Similar Jobs