Executive Assistant

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Oversee calendars and manage access for 2–3 senior executives.

• Assess meeting priorities based on business objectives, clarify titles, create attendee lists, provide context for preparation, and safeguard focus time.

• Sort through non-securities emails, prioritize correspondence, draft responses for executives, and foster a trusted delegation process.

• Direct regulatory compliance issues through the executive.

• Organize meeting materials and agendas.

• Participate in select meetings, document follow-ups, and monitor action items until completion.

• Coordinate interview processes and keep candidate feedback updated.

• Ensure proper workflow management in HubSpot, Rippling, and Ramp.

• Maintain accurate and up-to-date CRM data.

• Provide a comprehensive view of business and personal travel alongside health appointments.

• Arrange closing dinners, team onsite events, conferences, as well as client and investor gatherings.

• Offer light editing and formatting support for presentations.

• Travel approximately once a month for team onsite activities and events.

• Act proactively, make decisions within established parameters, escalate issues when necessary, and ensure real-time communication via Slack, text, and email.

⛳️ Requirements

• Exceptional judgment and prioritization skills.

• High level of discretion and confidentiality.

• Capability to manage upward and assertively push back when necessary.

• Detail-oriented with a strong commitment to follow-through.

• Systems-oriented with the ability to establish structure as needed.

• Familiarity with AI or a willingness to develop skills in this area.

• Experience supporting senior executives in finance, banking, or similar regulated environments is preferred.

• Knowledge of HubSpot or similar CRM tools is advantageous.

• Ability to learn financial concepts and investor workflows on the job.

• Willingness to work extended hours and ensure real-time responsiveness.

• Willingness to travel approximately once a month.

🏝️ Benefits

• Remote-first operating model allowing work from anywhere in the US and Canada.

• Optional office spaces available in DC, NYC, or SF.

• Co-working opportunities with colleagues in the Bay Area, Seattle, Denver, Boston, LA, and beyond.

• Regular team offsite events held three times a year.

• Comprehensive healthcare with 100% coverage of employee premiums on Aetna nationwide and Kaiser in Washington and California; 70% subsidy for dependents.

• Dental and vision plans with 100% of employee premiums and 50% of dependent premiums covered.

• 10 company holidays each year.

• 20 days of paid time off annually.

• 401k account available without matching contributions.

• 16 weeks of parental leave for birthing parents.

• 12 weeks of parental leave for non-birthing parents.

• Company-wide bonuses ranging from $10,000 to $40,000 linked to revenue targets.

• Stock options available in a rapidly expanding company.