Senior Administrative Team Assistant, Impact

Posted 7 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
48-115K Annually
Senior level
Financial Services
The Role
Provide high-level administrative support to the Head of Impact and team, manage complex calendars and travel, maintain Salesforce relationship and pipeline data, coordinate engagement and outreach, support event planning and team operations, manage inboxes and communications, and identify process improvements to increase team productivity.
Summary Generated by Built In
About the Opportunity

This role sits within Impact which catalyzes collaborative philanthropy for effective giving at scale.


We are seeking a proactive and highly organized Senior Administrative Team Assistant to support the Head of Impact and the broader Impact team. This role will provide high-level administrative support to senior leaders and play a key role in ensuring seamless operations across the team. The Senior Administrative Team Assistant will also be central to managing and maximizing complex relationships across ICONIQ’s network.

This role sits within Impact which catalyzes collaborative philanthropy for effective giving at scale.

What You’ll Do:

  • Provide high-level administrative support to the Head of Impact, including proactive management of a complex calendar across multiple time zones, meeting preparation, travel coordination, itineraries, and expense reporting.

  • Support client, donor, and partner relationships by coordinating engagement, identifying opportunities for thoughtful follow-up, preparing meeting materials and agendas, and helping execute engagement strategies across key relationships.

  • Maintain relationship and pipeline information in Salesforce, using reporting and data to support strategic touchpoints, business development, fundraising activity, and timely follow-up.

  • Drive email and event invitation campaigns, including recommending recipients based on knowledge of the network, coordinating internal and external outreach, tracking responses and follow-ups, and maintaining accurate information in Salesforce.

  • Support the planning and execution of donor events, multi-party meetings, team meetings, offsites, and other special events, partnering closely with administrative teams across the firm.

  • Serve as a trusted point of contact for internal and external stakeholders, including managing the general Impact inbox and communicating with warmth, discretion, and professionalism.

  • Support team operations and projects, including philanthropic research, vendor agreements, invoices, reimbursements, meeting notes, internal communications, and information sharing.

  • Identify and implement opportunities to improve administrative processes and team productivity, anticipating needs and proactively addressing challenges.

Ideal Candidate Background:

  • 5+ years of experience in an administrative or executive support role.

  • Experience supporting senior executives, managing complex schedules across multiple time zones, and coordinating travel logistics.

  • Experience communicating across high-stakes and complex relationships and building trust with internal and external stakeholders across varied geographies and cultures.

  • Experience supporting sales, business development, fundraising, philanthropy, or another relationship-driven team is a plus.

  • Proficiency in Salesforce, including experience maintaining relationship and pipeline data and supporting reporting.

  • Exceptional written and verbal communication skills and experience interacting with stakeholders at all levels.

  • Familiarity with Slack and Google Suite is preferred.

  • Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.

  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.

  • A matching 401(k) program.

  • Commuter Benefits program.

  • Stipends to support wellness and hybrid working arrangements.

  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.

  • Smart-casual dress code.

Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms.  A reasonable estimate of the current pay range is $48.08 to $55.29 an hour, overtime eligible; $100,000 - $115,000 annualized, based on a standard 40-hour workweek for 52 weeks.


About ICONIQ

ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. 


When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. 



Use of AI in the Application Process

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.


We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.


Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.



Equal Employment Opportunity Statement:

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.

Skills Required

  • 5+ years of experience in an administrative or executive support role
  • Experience supporting senior executives and managing complex schedules across multiple time zones
  • Experience coordinating travel logistics, itineraries, and expense reporting
  • Experience communicating across high-stakes and complex relationships with internal and external stakeholders
  • Proficiency in Salesforce, including maintaining relationship and pipeline data and supporting reporting
  • Exceptional written and verbal communication skills
  • Familiarity with Slack and Google Suite
  • Familiarity with AI tools and technologies
  • Experience supporting sales, business development, fundraising, or philanthropy teams
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The Company
HQ: San Francisco, CA
465 Employees
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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