Executive Assistant (London)

Who We Are

Addepar's purpose is to maximize the positive impact of the world's capital. More than 850 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 tech and data platform 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 $4 trillion in assets. 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 30 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, Chicago, London, England, Edinburgh, Scotland and Pune, India.

• Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

As an Executive Assistant in London, you'll work closely with our Head of Global Sales on administrative duties, client relations, project management and facilitating communication internally and externally. This is a role based out of our new London office, working with a team of administrative professionals based in the US. Our perfect candidate is proactive, extremely organised, thrives in a fast-paced startup environment, can problem solve while under pressure and can build community in the London office while working across international time zones.

Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you'll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry.

What You'll Do

• Provide Executive Assistance for Addepar's Head of Global Sales - extensive external and internal calendaring across international time zones, point-to-point business travel, expenses and special projects.
• Contribute to the excellent reputation of the company and the client-facing teams through professional, friendly and respectful interactions with all internal and external stakeholders.
• Cultivate cross-functional relationships between departments and improve communication across teams.
• Support the Addepar culture through in-office presence and team events, setting an example of work ethic and camaraderie.
• Attend select team meetings (including occasional travel, i.e. visits to our New York office for off-sites) and stay informed - take notes, identify follow-ups and send reminders.
• Work collaboratively with our US based Leadership Team and Administrative partners.
• Create administrative efficiencies and find ways to improve processes.
• Coordinate events, including internal team events and external client events.
• Coordinate sophisticated travel using TripActions and complete regular expense reports.
• Maintain impeccable standards of confidentiality and information security.
• Communicate with internal teams to take action on projects from the Executive Office.
• This role will be in-office in our London location.

Who You Are

• You have a Bachelor's Degree, or equivalent work experience
• You have at least 5+ years experience supporting executives, client facing or finance industry a plus!
• Ability to waste no time and take charge of the position
• Incredibly organised and thorough
• Proactive and self-directed with an ability to take direction
• Experience independently prioritising calendars and priorities
• Ability to prioritise 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
• Successful working collaboratively with other Executive and Administrative Assistants, internally and externally
• Ability to be on-call as needed, beyond standard business hours.
• Very strong comprehension of Google Office Suite & Slack; Salesforce experience is a plus!
• Google Slides or Powerpoint experience to refine & integrate existing presentations

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.