Executive Assistant to CEO, TIFIN
TIFIN
$100-150k
+ Performance linked variable compensation, including equity
More information about location
1+ day a week in office (Boulder, CO)
Creating companies to improve wealth outcomes
Job no longer available
Creating companies to improve wealth outcomes
201-500 employees
Job no longer available
$100-150k
+ Performance linked variable compensation, including equity
More information about location
1+ day a week in office (Boulder, CO)
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
Who you are
- We need someone who is highly organized and detail-oriented and can do accurate work promptly while navigating shifting priorities in a high-velocity environment
- The ideal candidate has experience in calendar management ideally for multiple executives at a time
- Bachelor's degree in business administration, communications, or related field
- 8+ years of experience supporting C-level executive(s) including providing calendar management support in a fast-paced business environment
- Strong organizational and time management skills and immaculate attention to detail
- Ability to use creative problem solving techniques, tact and discretion when handling telephone calls, emails, scheduling meetings and managing other calendar requests
- Patience, flexibility, and adaptability - ability to react quickly to last minute changes in schedules and priorities
- Exercises independent judgment and discretion and appropriately manages confidential information
- Must be proficient in GSuite and scheduling softwares/tools
- Ability to prioritize and be self-directed in a fast-paced environment
- Exceptional communication skills and interpersonal abilities
- Location in the Dever/Boulder area and availability to come into the office at least once per week for face time with the CEO
What the job involves
- We are looking for an Executive Assistant to support the CEO who can operate in our fast-paced startup environment
- You will play a vital role in ensuring the smooth and efficient scheduling of various tasks, appointments, and meetings
- You will work closely with team members, clients, and other stakeholders to coordinate schedules, manage calendars, and optimize time management
- Calendar Management and Scheduling: Maintain and update schedules for team members, executives, and clients, ensuring accurate and efficient scheduling of appointments, meetings, and events
- Act as a central point of contact for scheduling inquiries and liaise with internal and external parties to coordinate availability and book appointments
- Act as a gatekeeper in prioritizing appointments and commitments based on urgency and importance when scheduling meetings and appointments
- Proactively identify scheduling conflicts and propose solutions to ensure smooth operations and avoid scheduling errors
- Maintain detailed records and agendas of appointments, meetings, and scheduling changes to provide accurate and up-to-date information
- Send timely reminders to team members and clients to ensure punctuality and preparedness for scheduled events
- Continuously identify opportunities to improve scheduling processes and implement best practices to enhance efficiency
Our take
Increases in the range of apps available for investors of any experience level are resulting in wealth and asset managers facing rising demands for personalised financial experiences. Investors seek tools that use data analytics to facilitate these personalised insights, but this is difficult to provide without the right technology and data science.
TIFIN provides a fintech platform that uses data science and artificial intelligence to provide personalised investment experiences. The platform offers investment management advice and tools to asset managers, allowing them to transform their clients' businesses to be more efficient, profitable and future-proof.
With so many investment platforms on the market, TIFIN has made a smart decision by pulling together innovative tools into a wealth management platform, as opposed to starting a new investment platform itself. The company has experienced remarkable growth, forged strategic partnerships and successfully secured funding. It is now pursuing international expansion, beginning in India.
Freddie
Company Specialist at Welcome to the Jungle
Insights
131% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Feb 2024
$10m
LATE VC
May 2022
$109m
SERIES D
Total funding: $237.7m
Company benefits
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- 401k Retirement Account through Empower Retirement
- Flexible PTO policy and Company-paid holidays
- Corporate Social Responsibility and volunteering opportunities
- Fully stocked office kitchens
- Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars
- Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!
- Parental leave: 12 week paid maternity, 4 week paid paternity leave
Company HQ
Boulder Junction, Boulder, CO
Leadership
Vinay Nair
(Founder, Chair & CEO)Having studied at NYU, they started working as a Fellow of Wharton Financial Institutions Center and founded 55ip, Clout, Positivly and Magnifi. They used this startup experience to found THE TIFIN GROUP in November 2018.
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