Administrative & Office Assistant, Vise
$70-90k
Plus equity
3 days a week in office (SoHo, NYC)
AI-driven asset management platform
Job no longer available
AI-driven asset management platform
101-200 employees
Job no longer available
$70-90k
Plus equity
3 days a week in office (SoHo, NYC)
101-200 employees
Company mission
To enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential.
Role
Who you are
- We are seeking a highly organized and proactive Administrative & Office Assistant to join our team
- The ideal candidate will have experience in a tech start-up environment and will be instrumental in keeping our office running smoothly while supporting recruiting coordination and executive scheduling
- This is a dynamic, jack-of-all-trades role perfect for someone who loves variety, takes initiative, and thrives in a fast-paced environment
- 3+ years of experience in an office administration or Executive Assistant role at in a tech start-up environment
- 1+ years of experience in areas of office operations such as vendor management. liaising with property managers, ordering supplies, etc
- Experience with G-Suite, Google Calendar, Claude, Slack and various AI tools
- Strong organizational and time management skills with exceptional attention to detail
- Excellent written and verbal communication skills; professional and personable with all levels of staff and candidates
- Proactive problem-solver who anticipates needs and acts before being asked
- Comfortable managing multiple priorities simultaneously in a fast-moving environment
- No-task-too-small attitude with a collaborative, team-first mindset
- Familiarity with ATS platforms (e.g., Greenhouse) is a plus
What the job involves
- Own day-to-day office operations, including ordering and restocking supplies, snacks, and beverages
- Work to enhance the new hire onboarding experience (sending out swag, prepping desks, building onboarding plans)
- Work closely with various departments on designing, coordinating and executing our office move, slated for early 2027
- Assist executives with calendar management, travel arrangements and meeting coordination
- Communicate professionally with candidates, executives and clients on scheduling and other administrative tasks
- Maintain organized interview and meeting schedules and ensure all logistics are confirmed in advance
- Support the People Team with ATS (Greenhouse) administration and data hygiene
- Coordinate logistics for internal and external meetings, including room bookings and agendas
- Handle ad hoc projects and administrative tasks with discretion and efficiency
Our take
Registered Independent Advisors (RIAs) operate in a competitive market dominated by institutional investors with advanced tools and analyst teams. Vise addresses this gap with an AI-driven platform that automates portfolio construction and management, allowing advisors to focus on client relationships. Its rapid growth (surpassing $15B in platform assets with a 1500% year-over-year increase) really shows just how strong its adoption has been too.
This momentum comes amid major changes in the RIA sector, driven by private equity-fuelled consolidation and the rise of enterprise-scale firms. These shifts are increasing demand for more sophisticated, scalable technology. Vise's recent leadership expansion, including CFO Nick Raffone, reflects its focus on supporting larger, more complex advisory businesses.
Vise also occupies a middle ground between traditional advisors and robo-advisors like SoFi and Wealthfront. While robo-advisors handle simpler portfolios efficiently, they lack the flexibility needed for complex assets, and traditional advisor methods can be harder to scale. So, Vise's hybrid approach combines automation with human oversight, positioning it well for an evolving, tech-enabled advisory landscape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
May 2021
$65m
SERIES C
Dec 2020
$45m
SERIES B
Total funding: $126.5m
Company benefits
- 401(k) savings plan + company match
- Comprehensive health pans
- Flexible PTO
- Lifestyle and well-being benefits
- Paid parental leave
Company HQ
SoHo, New York, NY
Leadership
Samir Vasavada
(Co-Founder & Co-Head)Samir co-founded Vise in 2016 and has headed up the company alongside Runik ever since.
Runik Mehrotra
(Co-Founder & Co-Head)Runik has a Bachelor of Science in Finance from The Wharton School and a Bachelor of Science in Engineering, Computer and Information Sciences from the University of Pennsylvania.
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