Office Services Assistant

Reports to: Manager of Office Services & Facilities

Status: Full Time, Non-Exempt

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. Still, 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, which demonstrates our ability to evolve to meet the needs of those we serve.

Job Description

The 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 Responsibilities

• Receives 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 locations
• Backup to receive, log, and scan inbound checks for client-facing teams
• Acts as backup receptionist
• Approves invoices from various vendors
• Manages shred bins and schedules availability
• Assists with various projects as needed

Qualifications

• High school diploma, some college preferred
• Two or more years of administrative experience in a fast-paced, professional services environment
• Working knowledge of mail processes, postage machines, copiers, and other office equipment
• Proficient in Microsoft Office applications
• Must be willing to work in-office 5 days per week
• Must 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 Information

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 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.