Senior Executive Assistant

Responsibilities

• Provide strategic administrative support to the Chief Client Officer (CCO) in a fast-paced, late-stage fintech environment
• Manage complex internal and external calendars across multiple international time zones
• Coordinate domestic and international travel, including detailed itineraries and real-time adjustments
• Act as a primary liaison and strategic gatekeeper for the Executive Office, interacting with clients, board members, and investors
• Plan and support executive-level meetings, leadership offsites, and client events
• Draft and prepare executive communications, presentations, and briefing documents using Google Slides or PowerPoint
• Support high-priority initiatives by tracking action items and managing special projects
• Handle highly sensitive and confidential information with absolute professionalism

Requirements

• 6+ years of experience supporting C-suite leaders, preferably in a high-growth startup or finance environment
• Advanced proficiency with Google Workspace (Docs, Sheets, Slides), Slack, and Zoom
• Proven ability to manage complex travel and international scheduling
• Exceptional written and verbal communication skills
• Strong organizational skills with meticulous attention to detail
• Ability to operate effectively in fast-paced, ambiguous, and changing environments

Preferred Qualifications

• Experience with Salesforce or similar CRM tools
• Experience working within a client-facing organization

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.