Executive Assistant

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

We are seeking an organized, proactive, and detail-oriented Executive Assistant to join our team. The role will help assigned Compliance and Legal executives and senior management perform their daily tasks and administrative responsibilities. Our executive support team serve as subject matter experts (SMEs) in expenses, travel reservations, and/or calendar management. Additionally, this role will support the Compliance and Legal programs and teams. This role requires strong leadership skills, exceptional communication abilities, and the capacity to manage a variety of tasks in a fast-paced environment. The Executive Assistant will play a pivotal role in supporting teams and contributing to overall organizational success.

Duties/Responsibilities

• Provide high-level administrative support to senior executives, including managing calendars, scheduling meetings, and coordinating travel arrangements.

• Prepare and edit correspondence, reports, presentations, and other documents as needed.

• Act as a facilitator, managing the flow of information and communication between the executive and other departments, clients, and external partners.

• Plan, organize, and execute events, meetings, and conferences, ensuring all logistics are handled efficiently.

• Conduct research, compile data, and prepare materials for meetings, presentations, and reports.

• Liaise with other executive assistants and administrative staff to ensure cohesive and efficient office operations.

• Assist in the preparation of key meetings, including the distribution of materials and the preparation of meeting minutes.

• Manage special projects and initiatives as assigned by the executive, ensuring timely completion and adherence to objectives.

• Maintain and organize electronic and paper files, ensuring ease of access and retrieval.

• Handle confidential and sensitive information with discretion and integrity.

• Anticipate the needs of the assigned executive(s) and proactively address issues before they arise.

• Provide personal assistance to the assigned executive(s) as needed, including managing personal appointments and tasks.

Education and/or Experience

• High School Diploma or GED required; associate's degree in Business Administration, Communications, or a related field preferred

• 5+ years of experience as an executive assistant or in a similar administrative role, preferably supporting senior executives

• Strong, high volume, multi-calendar management experience required

Required Skills/Abilities

• Professional demeanor and a positive attitude

• Strong written and verbal communication skills

• Must be able to multitask and prioritize effectively

• Extremely detailed oriented, organized, and has excellent follow-through skills

• Ability to work independently and as part of a team

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software

• Must be flexible and able to manage a constantly changing schedule and adapt to various working conditions

• High degree of integrity in handling and processing confidential and sensitive information.

Work Environment

• This job operates in an office environment 3 days per week.

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​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.