Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They are seeking a proactive and detail-oriented Administrative Assistant to provide high-level support to the CEO, managing calendars, travel logistics, and acting as a liaison for external stakeholders.
Responsibilities
- Manage the CEO’s high-volume internal and external calendaring, ensuring every minute is optimized and prep materials are ready
- Execute end-to-end travel plans and bookings. You will support the Sr. EA in executing the CEO’s overarching travel strategy, ensuring seamless transitions between global locations
- Act as a professional point of contact for clients, partners, and external stakeholders, mirroring Addepar’s high standards of service
- Meticulously manage and file expenses, ensuring compliance with company policy and timely reimbursement
- Support the Sr. EA on project coordination, tracking timelines, and following up on action items to keep the CEO’s initiatives on track
- Assist with planning team events, off-sites, and internal activities for the G&A organization
- Over time, take on additional administrative responsibilities for the CFO and COO, scaling your impact across the leadership team
Skills
- 1–2+ years of recent experience in an administrative support role, preferably in a high-growth tech or financial services environment
- Proven experience managing complex calendars and coordinating international/domestic travel
- Client-facing experience: Comfortable communicating with high-level external parties and stakeholders
- Tech Savvy: Strong proficiency in Google Workspace (Calendar, Docs, Sheets), Slack, and Zoom. Experience with travel/expense tools (e.g., Navan) is a plus
- NYC Based: Ability to work from the NYC office at least 3 days a week, with the flexibility to match the CEO's in-office schedule
- Education: Bachelor's degree preferred
- Proactive & Anticipatory: You don't just wait for instructions; you look ahead at the calendar to spot potential conflicts before they happen
- Meticulously Organized: You have an eye for detail that catches the small things—time zone errors, missing dial-in codes, or conflicting dinner reservations
- Resilient & Adaptable: You thrive in a fast-paced environment and remain calm when plans change at the last minute
- Discreet: You handle sensitive company and executive information with the utmost confidentiality
- Culture Carrier: You embody our 'No task too small' mentality and are eager to learn from a seasoned Sr. EA
Benefits
Company Overview
Addepar is a software and data platform for even the most complex investment portfolios. It was founded in 2009, and is headquartered in Mountain View, California, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.