Administrative Assistant (GTM)
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 a (Sales) Administrative Assistant to join our Admin Operations Team!
As an Administrative Assistant, you’ll work closely with a variety of key Go To Market leaders on traditional administrative duties, project assistance and facilitating communication both internally and externally. Our perfect candidate is proactive, extremely organized, thrives in a fast-paced environment, can problem solve while under pressure and can anticipate the needs of company leaders.
What You’ll Do
- Provide administrative support for several GTM client-facing leaders - calendaring, business travel, expenses and special projects
- Schedule remote and in-person meetings, quickly and accurately, with numerous clients and partners
- Cultivate cross-functional relationships between teams and help improve communication
- Create administrative efficiencies and find ways to improve processes
- Assist with planning, organizing and executing events - client events, team building events
- Attend various meetings and stay informed - take notes and identify follow-ups
- Travel coordination using Trip Actions; Expense reporting using Concur
- Work collaboratively with the Admin Ops team
- Become an integral part of the GTM culture
- Maintain impeccable standards of confidentiality and information security
Who You Are
- 4+ years of recent experience providing team or shared administrative support: busy, external-facing calendars, travel logistics and expense report coordination
- Ability to learn quickly and adapt to a variety of personalities
- Ability to prioritize multiple assignments and change direction quickly
- Incredibly organized and detail-oriented
- Strong communicator and creative problem solver
- Adept at working with different personality types and leadership styles
- Works collaboratively with other Executive and Administrative Assistants
- Excellent computer skills and comprehension of Google Office Suite, Slack and Salesforce
- Proactive and self-directed with an ability to take direction
- Bachelor’s degree preferred
- Office role- 3 days min in office, 4 days preferred and 5 days when needed- NYC office
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.
Unfortunately, at this time we cannot accept Colorado applicants.