Executive Assistant
Who We Are
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.
The Role
We are currently seeking an Executive Assistant to join our R&D Team! As an Executive Assistant, you’ll work closely with our Chief Product and Chief Technology Officers on administrative duties, project management and facilitating communication both internally and externally. Our perfect candidate is proactive, extremely organized, thrives in a fast-paced startup environment, can problem solve while under pressure and can anticipate the needs of company leaders.
Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry.
What You’ll Do
- Provide Executive Assistance for Addepar’s CPO and CTO - extensive internal and external calendaring, point-to-point business travel, expenses and special projects.
- Contribute to the excellent reputation of the company and the R&D Teams through professional, friendly and respectful interactions with all internal and external stakeholders.
- Cultivate cross-functional relationships between departments and improve communication across teams.
- Attend select team meetings and stay informed - take notes, identify follow-ups and send reminders.
- Work collaboratively with our Leadership Team and Administrative Assistants.
- Create administrative efficiencies and find ways to improve processes.
- Coordinate events, including internal team events, annual Hackathons, conferences.
- Coordinate complex travel using TripActions; complete regular expense reports using Concur.
- Maintain impeccable standards of confidentiality and information security.
- Communicate with internal teams to take action on projects from the Executive Office.
- This role will be physically in the NYC office a minimum of three days a week.
Who You Are
- You have a Bachelor’s Degree, or equivalent work experience
- You have at least 5 years experience supporting executives, technical fields a plus!
- Ability to hit the ground running and take charge of the position
- Incredibly organized and detail-oriented
- Proactive and self-directed with an ability to take direction
- Experience independently prioritizing calendars and priorities
- Ability to prioritize multiple assignments and change direction quickly
- Strong communicator, both written and verbal, and a creative problem solver
- Adept at working with different personality types and leadership styles
- Successful working collaboratively with other Executive and Administrative Assistants, internally and externally
- Ability to be on-call as needed, beyond standard business hours.
- Excellent computer skills and comprehension of Google Office Suite, Slack & Confluence (a plus)
- Google Slides or Powerpoint experience to refine & integrate existing presentations
About Addepar
Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh, Scotland.
At Addepar, we are driven by our core values:
- Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
- Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
- Best Ideas Win - We welcome new ideas that inspire change.
- Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
- Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.