MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

The role of the System Specialist is to support reporting-based technology solutions to ensure such solutions meet business goals and requirements for the firm. The System Specialist will operate, maintain, and update both the reporting & data components within Moneta’s reporting system; work with advisor teams to update and enhance reports for clients; help to enhance firm centralization efforts; coordinate and communicate with system end users; and provide support to the Business Systems Team.

Duties and Responsibilities

• System Support: Serves as subject matter expert in collaboration with department stakeholders, with regard to the communication and training of users for new systems as well as any upgrades/enhancements to existing systems
• Provide assistance in process and workflow improvement within the reporting system for both front-end and back-end users.
• Issues Management and Resolution: Utilize tools (e.g., JIRA, Manage Engine Help Desk) to accept, track, remediate, and measure user issues as they occur.
• Vendor Management: Functions as liaison with system vendors, maintaining standard processes to support ongoing communication with regards to system upgrades, changes, issue resolution; coordinates communication and roll out across affected users
• Process Analysis and Integration: Understand business goals, team responsibilities, and processes to successfully test reporting technology enhancements and integrate technology into work flow.
• Shared Accountability: Accountable for supporting success of both individuals on team and team as a whole
• Open Communication and Collaboration: Foster an environment of open, honest, and timely communication
• “Live” the vision and values. Ensure the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position.
• Technical Training. Deliver training on new systems as needed.

• B.S. Business, Finance, or related field preferred
• One years or more of experience in related field
• If applicable, experience with financial reporting software such as Orion, Black Diamond, Tamarac, etc.
• Proven experience managing IT-based projects
• Proficient in Microsoft Office applications
• Technical proficiency with a variety of software applications
• Work experience that demonstrates strong interpersonal and teamwork skills
• Ability to multi-task, manage multiple priorities, and meet deadlines in a dynamic work environment
• Ability to interact well with all employees
• Commitment to ‘Raving Fan’ service
• Professional attitude, demeanor, and appearance

Value of Being a Moneta Employee

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing 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.