Executive Assistant, CEO

Posted 13 Days Ago
New York, NY
In-Office
Mid level
Fintech
The Role
Provide personalized support to the CEO and senior leadership, coordinating meetings and travel, managing compliance workflows, and ensuring operational efficiency.
Summary Generated by Built In

About Atomic Vest

We are a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way. We host advanced investing capabilities ranging from ESG investing to multi-currency trading across 60 global markets. We are a team of financial empowerment enthusiasts that have come together from various industries including tech, banking, finance, and law.

The company closed its Series B and we are positioned to rapidly scale. Come join an exciting opportunity to make a lasting impact!

The Role

As the Executive Assistant, you will provide individualized support to the CEO and senior leadership, enabling the team to focus on strategic priorities. This role combines classic EA duties with opportunities to drive operational efficiencies, manage compliance workflows, and support global travel logistics.

Location: New York City

Once here, you will:

  • Timely and accurate coordination of internal and external meetings, including logistical details, communication, and follow-up

  • Coordinate travel arrangements both domestic & international, requiring an understanding all aspects of each executive's business agenda, as well as personal preferences, may include making restaurant and other business entertainment suggestions and reservations

  • Prepare monthly expense reports, identify, and resolve all discrepancies

  • Lead the planning and execution of company offsite, including defining objectives, managing budgets, researching and securing venues, coordinating logistics and travel, overseeing schedules, and ensuring a seamless experience end to end.

  • Proactively and frequently check in with managers

  • Screen communications as needed reading, researching, collecting, prioritizing, and routing correspondence and information with proper level of professionalism

  • Accurately update contact information in CRM database

  • Maintain and protect confidentiality regarding all aspects of client and company information

  • Adhere to company policy while best needing the needs of executives supported.

What we are looking for:

  • 3+ years supporting C-levels, preferably in the Financial Services or Professional Services (Consulting, Law, Advisory, etc.) industries.

  • Proficient in Google Suite and MS Office Suite (Word, Excel, Outlook, and PowerPoint).

  • Familiarity with online travel booking systems.

  • Must be able to be in-office on occasion (NYC).

  • Highly organized with strong attention to detail; demonstrates accuracy and thoroughness.

  • Proactive and self-motivated, able to anticipate the needs of others.

  • Ability to juggle multiple assignments and prioritize effectively; demonstrates sense of urgency.

  • Manages competing demands well; able to deal with change, delays, or unexpected events.

  • Appropriate discretion and integrity handling confidential and sensitive information.

  • Excellent professional references.

  • U.S. work authorization.

Ideal Candidates will have:

We are looking for candidates who are detail-oriented multitaskers, skilled at managing complex schedules and comfortable in a fast-paced environment. Some things that may make you a great fit:

  • Exceptional verbal and written communications skills

  • Ability to follow process and procedures; looks for ways to improve and promote quality

  • Resourceful self-starter, able to work independently and as team player

  • A positive, enthusiastic approach to work and collaboration

  • High degree of professionalism and reacts well under pressure

  • Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds firm values

Atomic is an equal opportunity employer that values the benefits of diversity and prohibits discrimination and harassment All employment decisions at Atomic are based on business needs, job requirements and individual qualifications, without regard to age, race, color, religion or belief, stature, gender or sexual orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Atomic will not tolerate discrimination or harassment based on any of these characteristics. 

 

Top Skills

Google Suite
Ms Office Suite
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The Company
HQ: San Francisco, CA
47 Employees
Year Founded: 2020

What We Do

Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way.

Investment advice is provided by Helium Advisors LLC, an SEC-registered Investment Adviser.

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