Moneta Group Processing Specialist in Clayton, Missouri
The Processing Specialist is responsible for processing requests with Moneta’s designated custodial vendors. This role will encompass working on existing service requests and details of process, as well as helping to build new processes to create maximum efficiencies. The Processing Specialist will manage the custodial processing and monitoring functions of the client relationship.
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.
Maintaining services requests from our teams on a daily basis
Manage the account opening process for new clients including:
Completing applications and supplementary account forms
Reviewing supporting documentation
Resolving paperwork discrepancies
Tracking new account statuses and communicating updates to client teams
Initiates and tracks the Transfer of Assets (TOA) process associated with new accounts. Monitors assets as they are received by the custodian and follows up on any inconsistencies from statements audited against assets received.
Reviews new account and account maintenance workflows and updates as needed. Communicates updates to firm.
Processes account maintenance items for existing clients
Maintains intranet as a source of information for teams.
Acts as the intermediary between client teams and custodian for issue resolution.
Communicates with the firm on updates to custodial requirements, regulatory impacts on process change, and modifications to processes and forms.
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 year or more of relevant experience
Strong verbal and written communication skills
Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
Strong problem-solving skills
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
External Company URL: http://www.monetagroup.com
Street: 1 N. Brentwood Blvd