Retirement Plan Client Service Administrator at Monta

Clayton, Missouri, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

High school diploma required; college degree preferred
Familiarity with Microsoft Office products preferred
Must be authorized to work in the United States

Responsibilities

Support Advisors in coordinating presentations, videos and managing an online education platform for 401(k) plan participants
Track and report participant engagement and feedback from education sessions, including surveys, attendance, and impact
Maintain a calendar of upcoming education events and deadlines
Prepare presentation materials, flyers, other content, and coordinate education events for 401(k) plan participants
Support Client Service Managers and Advisors with administrative preparation for client review meetings
Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
Assist in coordinating vendor and client paperwork and managing team projects
Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
Provide marketing and branding assistance as needed
Coordinate client and team events

Skills

401(k)

Retirement Plans

Client Service

Administrative Support

Process Improvement

Event Coordination

Data Tracking

Survey Management

Calendar Management

Presentation Preparation

Monta

Manages electric vehicle charging stations

About Monta

Monta operates in the electric vehicle (EV) charging sector, providing a solution for managing EV charging stations. The company offers a Charge Point Management System (CPMS) that simplifies the installation, management, and operation of charging points for various clients, including workplaces, commercial businesses, and municipalities. This system allows clients to control access to their charging stations, manage energy usage, collect charging data, and provide multiple payment options. Monta's software-only approach gives it flexibility to meet diverse client needs without requiring different systems. This focus on business-to-business sales and its success in winning tenders distinguishes Monta from its competitors. The company's goal is to support the growth of the EV market by offering comprehensive and efficient management solutions for charging stations.

Copenhagen, DenmarkHeadquarters

2020Year Founded

$139.1MTotal Funding

SERIES_BCompany Stage

Automotive & Transportation, EnergyIndustries

201-500Employees

Risks

Increased competition in the U.S. market could hinder Monta's expansion efforts.

Potential regulatory changes in the U.S. may impact Monta's operations.

Reliance on partnerships poses risks if they do not yield expected results.

Differentiation

Monta offers a comprehensive software-only solution for managing EV charging stations.

The company focuses on B2B sales, targeting fleets, workplaces, and municipalities.

Monta's Charge Point Management System provides exclusive energy management features.

Upsides

Monta's expansion into the U.S. market opens new growth opportunities.

The partnership with Tesla enhances Monta's home charging solutions for corporate fleets.

Rising demand for workplace EV charging solutions supports Monta's business model.

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