As an Executive Assistant, you’ll work closely with our President 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.

Responsibilities 

• Provide Executive Assistance for Addepar’s President - extensive external and internal calendaring, point-to-point business travel, expenses and special projects. 
• Contributes to the excellent reputation of the company and the President’s office 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 Sales Kick Off, 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.

Requirements

• Minimum 6 years of recent experience providing direct executive level administrative support to C-level leading multiple GTM business units: heavy external calendars, travel logistics and expense report management.
• 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
• Work 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 & Salesforce (a plus)
• Powerpoint or Google Slides experience to refine & integrate existing presentations
• Bachelor’s degree preferred

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as 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 and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.