Executive Assistant

Posted 7 Days Ago
Be an Early Applicant
Lisboa
Junior
Financial Services
The Role
The Executive Assistant at iCapital provides vital administrative support to the executive team, managing calendars, arranging travel, processing expenses, and facilitating communication. The role requires attention to detail, confidentiality, and the ability to adapt to a fast-paced environment while supporting executive needs throughout the workday.
Summary Generated by Built In

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $191billion in global client assets invested in [1,52400] funds, as of May 2024.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below). 


About the Role

The Executive Assistant provides administrative support and serves as a point of contact for clients, and other external constituencies. Experience interacting with high level executives and the ability to manage up through tact, anticipation of needs, pay meticulous attention to detail and maintain the utmost confidentiality will be critical . You will often be communicating, scheduling, and collaborating with our team, clients, potential clients, and investors.

Responsibilities

  • Manage the calendars of Executive Team members with a high level of detail coordinating, prioritizing daily tasks.
  • Arrange complex and detailed travel itineraries.
  • Process Expense reports.
  • Manage logistics for meetings and other company events as needed.
  • Format information for internal and external communication such as memos, emails, presentations, and reports.
  • Handle occasional personal tasks during the workday (ie. ordering lunch) to ensure that the executive is supported and can remain laser-focused on the business.
  • Take the initiative to improve operations and office conditions throughout the day. 

 

Qualifications

  • Undergraduate college degree.
  • Prior experience as an Executive Assistant working with C-suite level members.
  • Proficient using Microsoft Office (Word, Outlook, Excel, & PowerPoint).
  • Excellent written, verbal, and interpersonal communication skills.
  • Track record of managing schedules and processes in a fast-paced environment.
  • Comfort operating within a dynamic environment and executing in situations where paths are uncharted.
  • Ability and willingness to provide executive support beyond the scope of a typical workday.


We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

Benefits

iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).


For additional information on iCapital , please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

Top Skills

MS Office
The Company
HQ: San Francisco, CA
465 Employees
On-site Workplace
Year Founded: 2011

What We Do

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

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