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Executive Assistant - People Team

Who We Are

Addepar's purpose is to maximize the positive impact of the world's capital. More than 700 of the world's leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar's purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we've been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.

We're now expanding Addepar's business around the globe, with clients in more than 25 countries. We're constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

  • Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking an Executive Assistant to join our People & Workplace Teams! As an Executive Assistant, you'll work closely with our Chief Human Resources Officer 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 redefining the wealth management and financial services industry.

What You'll Do

  • Provide Executive Assistance for Addepar's CHRO - extensive internal and external calendaring, point-to-point business travel, expenses and special projects.
  • Contribute to the excellent reputation of the company and the People & Workplace teams through professional, friendly and respectful interactions with all internal and external partners.
  • Cultivate cross-functional relationships between departments and improve communication across teams.
  • Attend team meetings and stay informed - take notes, identify follow-ups and send reminders.
  • Work collaboratively with our Leadership Team and Administrative Assistants.
  • Build administrative efficiencies and find ways to improve processes.
  • Coordinate events, including internal team events, offsites, team building.
  • Coordinate complex travel using TripActions; complete regular expense reports using Concur.
  • **Maintain impeccable standards of confidentiality and information security.**
  • Connect with internal teams to take action on projects from the Executive Office.
  • This role will be physically in the Mountain View, CA office around 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, HR field a plus!
  • Ability to hit the ground running and take charge of the position
  • Incredibly organized and meticulous
  • 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 & Concur (a plus)
  • Google Slides or Powerpoint experience to refine & integrate existing presentations

Our Values

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients' success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

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.

Addepar Glassdoor Company Review
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Addepar DE&I Review
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CEO of Addepar
Addepar CEO photo
Eric Poirier
Approve of CEO

Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
TEAM SIZE
DATE POSTED
July 18, 2022

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