Job Description
We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.
The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.
The Opportunity
We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.
The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.
The Role
As the first operations hire in this location, your responsibilities will be highly varied and highly visible. Starting with our office buildout, which is underway, you will help us coordinate all the vendors and activities to prepare us for a successful opening. Once the office is open, you will play a key role in ensuring that we maintain a productive and engaging office environment by managing the day to day operations. Meanwhile you will partner with engineering and product leadership in an executive assistant capacity to provide administrative support to these key functions.
Expectations
Provide high-level administrative support and assistance to engineering and product leadership
Schedule meetings and manage calendars
Arrange travel and accommodations
Document expenses according to company procedures
Perform clerical and administrative tasks as needed
Promote a safe, clean, and productive work environment
Greet and assist office visitors
Set up and maintain vendor partnerships - food & bev, supplies, furniture, etc
Ensure office space is secured when not in use
Ensure office space maintains professional appearance
Interface with building management as needed
Ensure all compliant signage is posted appropriately.
Assist the People and Talent team with various employee onboarding and offboarding duties.
Assist with the coordination of any onsite interviews and help create a great candidate experience for anyone interviewing with us.
Event coordination (team offsite planning etc)
Performs other related duties as required
Qualifications
4-year bachelor degree (or equivalent work experience)
3+ years of relevant work experience
Excellent, highly professional and personable verbal and written communication skills
Excellent organizational skills and attention to detail
Excellent time management skills with a proven ability to meet deadlines
Comfort with ambiguity and the ability to execute in a fast-paced startup environment
Ability to learn quickly and adapt to the needs of the job
Ability to exercise discretion when dealing with sensitive data / situations
Excellent communication skills and grace under pressure
Experience assisting executives with email, calendars, travel, expenses
Experience with event planning
Prior tech startup experience preferred but not required
Compensation and Benefits
we have a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $150,000-$200,000 dependent on skills, experience and expected contribution.
All full time employees at Our Firm enjoy:
Significant equity
Health, dental, and vision
Retirement savings plan (401k)
Learning, Fitness & WFH stipends
Paid Holidays, Including closing the week in between December 25th and January 1st
Employment Type: Full-Time
Salary: $ 150,000.00 200,000.00 Per Year
Job Tags
Holiday work, Full time, Work experience placement,