Office Manager, Pontera
$75-85k
Eligible for equity grant participation
5 days a week in office (Midtown Manhattan, NY)
Wealth management for held-away accounts
Posted today
Wealth management for held-away accounts
201-500 employees
Posted today
$75-85k
Eligible for equity grant participation
5 days a week in office (Midtown Manhattan, NY)
201-500 employees
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.
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
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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