Executive Assistant to the CEO

Posted 23 Hours Ago
Be an Early Applicant
San Francisco, CA
Hybrid
Mid level
Financial Services
The Role
As the Executive Assistant to the CEO, you will manage complex calendars, plan and organize offsite events, coordinate travel arrangements, handle communication, prepare meeting materials, and oversee office management, while maintaining confidentiality.
Summary Generated by Built In

Who you are:


You have 4+ years of executive assistant experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a big impact.


Does this sound like you? If so, keep reading and apply today!

What you’ll do:

  • Executive Support: Serve as a primary point of contact for the CEO, managing complex calendars, coordinating meetings, and handling communication to ensure optimal efficiency.
  • Offsite & Conference Event Planning: Plan and organize offsite events, including team-building retreats and strategy sessions. Coordinate logistics for conferences and industry events, including securing venues, managing vendor relationships, overseeing travel arrangements for attendees, and handling on-site event logistics.
  • Travel & Expense Management: Coordinate travel arrangements, including flights, accommodations, and itineraries. Manage expense reports and reimbursement processes.
  • Communication Management: Draft, review, and manage correspondence on behalf of the CEO. Liaise with both internal and external stakeholders to represent the executive's priorities.
  • Meeting Preparation: Prepare agendas, reports, and other meeting materials. Record and distribute meeting minutes as necessary, ensuring follow-ups are managed and completed.
  • Office Management: Oversee administrative and office management duties, including ordering supplies, managing vendor relationships, maintaining office organization, and coordinating with facilities management.
  • Confidentiality & Discretion: Handle sensitive information with utmost confidentiality and integrity, acting as a trusted partner to the CEO.

What you have:

  • Excellent organizational and multitasking abilities.
  • Strong written and verbal communication skills.
  • Proficiency in productivity tools (e.g., Microsoft Office, Google Workspace, Slack).
  • Demonstrated experience in event and travel planning, as well as office management.
  • Ability to adapt to shifting priorities and manage complex schedules.

Extras you bring to the table:

  • Prior experience supporting C-level executives in a dynamic environment.
  • Knowledge of Mortgage, Capital, and/or secondary markets.

Why join Polly?

  • We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates 
  • We have an experienced leadership team that previously built large and impactful platforms 
  • Outstanding opportunity for professional growth and upward mobility 
  • Direct engagement with the decision makers and senior business leaders 
  • Competitive salaries
  • 100% paid medical/vision/dental/disability/life insurance for full time employees
  • Flexible vacation
  • Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.

Let’s get to know each other.


Polly has revolutionized the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly’s Product and Pricing Engine (PPE), Loan Trading Exchange, actionable data and analytics, and advanced AI/ML to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.


To learn more, follow Polly on LinkedIn or visit www.polly.io. Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Top Skills

Google Workspace
MS Office
Slack
The Company
HQ: San Francisco, California
145 Employees
Remote Workplace
Year Founded: 2019

What We Do

The secondary market for mortgages accounts for over $1T in annual volume and impacts 20% of GDP. Yet, the pricing and loan trading of mortgages is still often done with antiquated technology, excel spreadsheets, phone calls, and physical paper. Billions of dollars are lost to inefficiency and mistakes.

Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. Our mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology that is configured for each of our customers’ unique workflows and business needs.

Polly is based in San Francisco, California. Please visit www.polly.io to learn more.

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