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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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Executive Assistant to the CEO

About the Job

FINTRX is the preeminent resource for private wealth data and research. Our SaaS platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.

We've just closed our Series A Funding round! Details here: https://www.fintrx.com/blog/announcing-our-9m-series-a-funding-fintrx

 

Job Description

The Executive Assistant will work directly with the CEO in addition to select executives on a case by case basis. The ideal candidate is highly self-motivated, professional, maintains a high attention to detail and capable of managing their workload and multi tasking in a fast paced environment.

 

Responsibilities

  • This role covers a wide variety of administrative tasks that facilitate the CEO and executives’ ability to lead and manage the organization effectively:

    + Maintain calendar and schedule for executives
    + Coordinate and book meetings and appointments, arranging sessions with multiple parties and groups
    + Manage all aspects of organization’s office services.
    + Evaluate and assist in developing office policies and procedures for improved work flow and anticipate future needs as organization grows.
    + Collect and prepare information, agendas, and presentations for meetings with internal staff and outside parties
    + Coordinate and book travel, compile documents for travel-related meetings, and manage expense reports
    + Design, produce and update complex documents, reports, slide decks, and presentations for the CEO and Executive team
    + Assists with board presentations, associated reporting needs for the board in addition to managing requests from outside investors
    + Coordinate executive-level meetings and company-wide meetings/town halls as needed. 
    + Assist in planning for key company events and meetings: all hands, sales kickoff, team retreats, holiday parties etc
    + Research, prioritize, and follow up on issues and concerns directed by executives, including those of a sensitive or confidential nature. Assist in the appropriate course of action or response with the CEO
    + Provide hospitality to all guests and help to create a welcoming environment.
    + Provide general administrative/backup support, including covering reception and phone lines, welcoming guests and customers, scheduling conference rooms, and collecting mail, packages, or supplies
    + Assist with special projects and manage deliverables in support of department initiatives 


Qualifications

  • + 5+ years of experience as a high performing Executive Assistant reporting directly to senior management or executives
    + Advanced GSuite skills (especially slide decks, docs and Excel), with an ability to become familiar with firm-specific programs and software
    + Strong organizational, project management, and problem-solving skills with impeccable multi-tasking abilities
    + Proficiency in cross-departmental collaboration
    + Ability to handle an unstructured, rapidly changing environment

 

Compensation

Competitive annual salary + healthcare 

 

Apply Below!

Business Development Associate Application