Rebecca Miller
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Rebecca Miller Email & Phone Number

Client Service Administrator at Moneta Group at Moneta Group
Location: St Louis, Missouri, United States 5 work roles 2 schools
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Current company
Moneta Group
Role
Client Service Administrator at Moneta Group
Location
St Louis, Missouri, United States
Company size
345 employees

Who is Rebecca Miller? Overview

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Quick answer

Rebecca Miller is listed as Client Service Administrator at Moneta Group at Moneta Group, a company with 345 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Rebecca Miller.

Rebecca Miller previously worked as Client Service Administrator at Moneta Group and Marketing Director at Old Time Pub. Rebecca Miller holds Master Of Science (Msc), Occupational And Business Psychology from Kingston University.

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Moneta Group

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Profile bio

About Rebecca Miller

Motivated marketing and client service professional with experience in developing and implementing marketing strategies, managing client relationships, and coordinating projects. Skilled in social media and digital marketing, project management, and client support.

Listed skills include Decision Making, Life Skills, and Personal Development.

Current workplace

Rebecca Miller's current company

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Moneta Group
Moneta Group
Client Service Administrator at Moneta Group
st. louis, missouri, united states
Website
monetagroup.com
Employees
345
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5 roles

Rebecca Miller work experience

A career timeline built from the work history available for this profile.

Client Service Administrator

Current
Moneta Group

Greater St. Louis Area

  • Provide overall support to client team operations on various tasks and projects
  • Coordinate multiple calendars between 150 clients, 9 team members, and various outside firms or individuals to schedule all client-related meetings daily
  • Develop approximately 26 ongoing processes and procedures for tasks related to the position
  • Perform daily reconciliation of client transactions for all client accounts, including withdrawals, deposits, and trades
  • Generate reports in Salesforce and Orion for client meetings, tax season, and year-end
  • Generate paperwork in Schwab, Fidelity, and utilize DocuSign for client meetings
Mar 2017 - Present

Marketing Director

Old Time Pub

Highland, Illinois, United States

  • Developed and implemented successful marketing strategies that increased sales by 15%
  • Managed various social, digital, print, and video platforms to engage new and existing customers
  • Utilized marketing tools to analyze and report on marketing objectives
Aug 2020 - Aug 2021

Filing Assistant

Probate Court

Clayton, MO

  • Organize and file Probate Court Documents
Nov 2016 - Dec 2016

Receptionist

Wellen Tax
  • Updated filing for all clients and client information
  • Rotated files weekly as clients were seen to optimize filing space
  • Printed, faxed, and filed documents
  • Provided customer services for new and existing clients
  • Maintained and organized calendar
  • Documented client coupons in spreadsheet
Jan 2009 - Aug 2014

Administrative Assistant

Metro Contract Services
  • Provided administrative support to assist with invoicing and client communications
  • Reorganized filing for new and existing customers on a weekly basis for optimal organization
  • Completed payroll tasks by payroll deadline on a weekly basis
  • Corrected payroll errors (late time-sheets, incorrect work numbers and time, etc.) per protocol
  • Supported other office personnel including the Vice President, Human Resources and Accounts Payable
  • Answered on multi-phone lines and responded to emails in regards to vendors
Jul 2013 - Dec 2013
Team & coworkers

Colleagues at Moneta Group

Other employees you can reach at monetagroup.com. View company contacts for 345 employees →

GH Greg Haueisen, J.D., Cfp® Greg Haueisen, J.D., Cfp® Colleague at Moneta Group St Louis, Missouri, United States, United States View → RO Rachel Oviere Rachel Oviere Colleague at Moneta Group St Louis, Missouri, United States, United States View → AT Alex Timmermann Alex Timmermann Colleague at Moneta Group St Louis, Missouri, United States, United States View → ZD Zach Drummond Zach Drummond Colleague at Moneta Group Greater St. Louis, United States View → KW Kelly Williams Kelly Williams Colleague at Moneta Group Ballwin, Missouri, United States, United States View → DW Daniel West Daniel West Colleague at Moneta Group St Louis, Missouri, United States, United States View → MJ Mike Johnson Mike Johnson Colleague at Moneta Group St Louis, Missouri, United States, United States View → BH Brendan Henry Brendan Henry Colleague at Moneta Group Greater St. Louis, United States View → BM Brent Morrow Brent Morrow Colleague at Moneta Group St Louis, Missouri, United States, United States View → JS John Steffens, Cpa John Steffens, Cpa Colleague at Moneta Group St Louis, Missouri, United States, United States View →
2 education records

Rebecca Miller education

Master Of Science (Msc), Occupational And Business Psychology

Kingston University

Career Counseling, Training and Development Well Being and Work Leadership, Change and Consultancy Performance Appraisal and Identifying.

FAQ

Frequently asked questions about Rebecca Miller

Quick answers generated from the profile data available on this page.

What company does Rebecca Miller work for?

Rebecca Miller works for Moneta Group.

What is Rebecca Miller's role at Moneta Group?

Rebecca Miller is listed as Client Service Administrator at Moneta Group at Moneta Group.

Where is Rebecca Miller based?

Rebecca Miller is based in St Louis, Missouri, United States while working with Moneta Group.

What companies has Rebecca Miller worked for?

Rebecca Miller has worked for Moneta Group, Old Time Pub, Probate Court, Wellen Tax, and Metro Contract Services.

Who are Rebecca Miller's colleagues at Moneta Group?

Rebecca Miller's colleagues at Moneta Group include Greg Haueisen, J.D., Cfp®, Rachel Oviere, Alex Timmermann, Zach Drummond, and Kelly Williams.

How can I contact Rebecca Miller?

You can use AeroLeads to view verified contact signals for Rebecca Miller at Moneta Group, including work email, phone, and LinkedIn data when available.

What schools did Rebecca Miller attend?

Rebecca Miller holds Master Of Science (Msc), Occupational And Business Psychology from Kingston University.

What skills is Rebecca Miller known for?

Rebecca Miller is listed with skills including Decision Making, Life Skills, and Personal Development.

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