Reports to:

Manager of Office Services & FacilitiesStatus:

Full Time, Non-ExemptMoneta 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. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, weve 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, which demonstrates our ability to evolve to meet the needs of those we serve.

Job DescriptionThe Office Services Assistant provides excellent service and will assist teams with tasks like office supply inventory and general mail room assistance. You will be responsible for maintaining all mail room equipment and keeping it in proper working order for employee use, maintaining accurate tracking and reporting for areas of responsibility, and will be the primary backup for the receptionist position. This is a great opportunity to contribute to the operations of one of the Top Workplaces in St. Louis.

Duties and ResponsibilitiesReceives and distributes incoming mail and packages.

Maintains inventory of office supplies and anticipates supply needs; ensures prompt ordering and receipt of supplies.

Maintains mailroom equipment by completing preventive maintenance, troubleshooting failures, calling for repairs, monitoring equipment operation and purchasing meter funds.

Maintains communication and relationships with vendors.

Serves as primary Office Services contact for designated remote locationsBackup to receive, log, and scan inbound checks for client-facing teamsActs as backup receptionist Approves invoices from various vendorsManages shred bins and schedules availabilityAssists with various projects as neededQualificationsHigh school diploma, some college preferredTwo or more years of administrative experience in a fast-paced, professional services environmentWorking knowledge of mail processes, postage machines, copiers, and other office equipmentProficient in Microsoft Office applicationsMust be willing to work in-office 5 days per weekMust be able to stand for extended periods, bend and stoop frequently, reach to overhead cabinets and mail slots, lift and carry packages up to 20 pounds, and operate mailroom equipment like sorting machines, which may require hand dexterity and reaching movements.

Additional InformationMoneta 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 holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-onlyRegistered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.