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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