Executive Assistant - Fintech Founders

Posted Yesterday
New York, NY
Junior
Fintech • Financial Services
There are no mistakes here. Only opportunities to learn.
The Role
The Executive Assistant will support the Founders by managing calendars, preparing meetings, organizing travel, and providing general administrative support. Responsibilities include optimizing time management, preparing materials for meetings, organizing events, and enhancing operational efficiency.
Summary Generated by Built In

We are looking for an experienced Executive Assistant to directly support and partner with both of Vise's Founders, ensuring their time is maximized amongst a range of competing priorities. You will be directly responsible for calendaring and scheduling, meeting preparation, travel and logistics, as well as general administrative support. This role is primarily onsite, working from our SoHo office. 

What you will own

  • Calendar Management: Build and maintain an understanding of priorities to effectively optimize the Founders’ time and prioritize commitments, while resolving all scheduling conflicts
  • Meeting Preparation: Support the execution of internal and external meetings, prepare and distribute materials, and ensure proper coordination of logistics among attendees
  • Create prep materials for meetings to ensure the Founders are well-prepared and informed on necessary context and participants involved; assist Founders by following up on tasks and/or action items resulting from meetings
  • Travel and Logistics: Plan and organize domestic and international travel itineraries and process expense reports
  • Administrative Support: Assist the Founders in managing projects and deadlines, as well as implementing processes to improve efficiency
  • Partner with People Team to plan and organize corporate and social team events; including team off-sites, happy hours and dinners

What you bring on day one

  • 2-5 years experience directly supporting executive leader(s) in an EA or Chief of Staff capacity 
  • Experience working as an admin in tech or a start-up environment 
  • Excellent organizational, time management, and critical-thinking skills; the ability to multitask, manage complex schedules, and navigate a fast-paced environment is essential
  • High emotional intelligence and ability to diplomatically navigate complex situations
  • Excellent written and verbal communication skills; ability to work well with executives, and able to manage and influence across multiple levels and multiple functions of an organization
  • Unparalleled attention to detail and drive to take the initiative, with the professionalism to interact with employees and key external partners.
  • Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resources
  • Understands and can anticipate the needs of the leadership team and the wider organization
  • Highest level of integrity and management of confidential information
  • Action oriented with excellent work ethic and initiative
  • Technically savvy and proficiency with a broad suite of software tools, including Google Workspace, Slack and Zoom

Through the internal and market data Vise has collected, we expect the salary range for this position to be $90,000 - $115,000 per year and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. 

Why join Vise

  • Opportunity to make a significant impact at a hyper-growth fintech start-up
  • Competitive salary and equity
  • Unlimited PTO and great benefits, including $1 medical insurance
  • 401k plan with generous matching and self-directed brokerage account option
  • Access to investment management and free financial advice from one of our partner RIA firms
  • Paid lunches at our NYC office
  • Career growth and development opportunities

About Us:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services. 

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

Top Skills

Google Workspace
Slack
Zoom
The Company
HQ: New York, NY
60 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

Vise is a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios.

Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has 70 employees based across the U.S. with headquarters in New York.

Why Work With Us

We’re a team of diverse thinkers from diverse places. We question, build, and solve. And we hope to do it all with you.
At Vise, we believe that finance is personal. We have a very human mission — empowering financial advisors with the technology they need to drive better long term financial health outcomes for their customers.

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