Office Manager, Pontera

$75-85k

Eligible for equity grant participation

Mid and Senior level

New York

5 days a week in office (Midtown Manhattan, NY)

Wealth management for held-away accounts

Job no longer available

Wealth management for held-away accounts

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Job no longer available

$75-85k

Eligible for equity grant participation

Mid and Senior level

New York

5 days a week in office (Midtown Manhattan, NY)

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.

Job

Company

Role

Who you are

This role requires exceptional organizational skills, attention to detail, and a strong sense of ownership
Proven experience as an Office Manager
Excellent written and verbal communication skills
Strong organizational and planning skills in a fast-paced environment
Strong problem-solving skills and the ability to think critically
Basic understanding of financial and budgeting processes
High attention to detail and excellent time management skills
Strong sense of ownership and responsibility
Ability to handle multiple tasks and adapt to changing priorities
Ability to thrive in a fast-paced and dynamic work environment
Spanish proficiency/fluency is a plus

What the job involves

As the Office Manager at Pontera, you will be the linchpin of our office operations, responsible for maintaining a productive, safe, and welcoming work environment
You will oversee the daily activities of our facilities, manage vendors and services, and ensure smooth collaboration across departments. From technology coordination to budget oversight, your work will touch nearly every part of our in-office experience
You will be essential in fostering a welcoming and dynamic office culture, directly contributing to our team's overall success and satisfaction
Oversee the maintenance and operation of office facilities and equipment, ensuring a safe and efficient work environment
Supervise and provide daily direction to the Facilities Specialist, including oversight of cleaning, tidying, restocking, and general office upkeep
Track and manage the office budget, including tracking expenses and optimizing costs where possible
Handling coordination of mail/deliveries in a timely manner
Serve as the primary point of contact for vendors and service providers, including our landlord
Negotiate vendor/services contracts and maintain quality assurance across services
Serve as project manager for our planned office expansion - as we grow we’ll be building out a new portion of the office. You will manage this build out, timeline, and all the building and vendor relationships
Maintain and order office supplies, ensuring teams have what they need
Manage desk assignments and coordinate workspace logistics as needed
Liaise with the IT team to maintain and upgrade office tech (e.g., conferencing systems, Wi-Fi, printing)
Implement and maintain office policies and procedures, ensuring compliance with legal and safety standards
Assist in scheduling and coordinating meetings, both internal and external, as needed

Our take

Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.

Pontera is taken from the Latin for “bridge” and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.

This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.

Freddie

Company Specialist at Welcome to the Jungle

Insights

30% employee growth in 12 months

Glassdoor (4.7)

Company

Company benefits

Health insurance
Retirement contributions
Employee stock option
Family planning benefits
Hybrid work environment
Meal stipend

Company HQ

Midtown South, New York, NY

Leadership

Yoav Zurel

(Co-Founder & CEO)

A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.

Eyal Halahmi

(Co-Founder & CTO)

Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.

David Weisz

(Co-Founder & CPO)

Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.

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