G&A Administrative Assistant, Addepar
$70-110k
+ Bonus and equity
More information about location
3-5 days a week in office
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
1001+ employees
Open for applications
$70-110k
+ Bonus and equity
More information about location
3-5 days a week in office
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- This is a high-visibility role designed for someone with 1–2 years of experience who is ready to level up
- Proactive & Anticipatory: You don’t just wait for instructions; you look ahead at the calendar to spot potential conflicts before they happen
- Meticulously Organized: You have an eye for detail that catches the small things—time zone errors, missing dial-in codes, or conflicting dinner reservations
- Resilient & Adaptable: You thrive in a fast-paced environment and remain calm when plans change at the last minute
- Discreet: You handle sensitive company and executive information with the utmost confidentiality
- Culture Carrier: You embody our "No task too small" mentality and are eager to learn from a seasoned Sr. EA
- 1–2+ years of recent experience in an administrative support role, preferably in a high-growth tech or financial services environment
- Proven experience managing complex calendars and coordinating international/domestic travel
- Client-facing experience: Comfortable communicating with high-level external parties and stakeholders
- Tech Savvy: Strong proficiency in Google Workspace (Calendar, Docs, Sheets), Slack, and Zoom. Experience with travel/expense tools (e.g., Navan) is a plus
- NYC Based: Ability to work from the NYC office at least 3 days a week, with the flexibility to match the CEO’s in-office schedule
- Education: Bachelor’s degree preferred
What the job involves
- Addepar is seeking a proactive and detail-oriented Administrative Assistant to provide high-level support to our CEO
- Reporting directly to the Sr. Executive Assistant & Project Coordinator, you will be the "engine room" of the CEO’s daily operations, handling heavy administrative execution with precision and foresight
- You will not only execute the CEO’s immediate administrative needs but will also partner with the Sr. EA to implement the executive’s broader travel and engagement strategies
- We are looking for a "growth-mindset" professional; in 8–12 months, the successful candidate in this role will have the opportunity to expand their scope to support other C-level executives
- Heavy Administrative Support: Manage the CEO’s high-volume internal and external calendaring, ensuring every minute is optimized and prep materials are ready
- Travel & Logistics: Execute end-to-end travel plans and bookings. You will support the Sr. EA in executing the CEO’s overarching travel strategy, ensuring seamless transitions between global locations
- External Liaison: Act as a professional point of contact for clients, partners, and external stakeholders, mirroring Addepar’s high standards of service
- Expense Management: Meticulously manage and file expenses, ensuring compliance with company policy and timely reimbursement
- Operational Efficiency: Support the Sr. EA on project coordination, tracking timelines, and following up on action items to keep the CEO’s initiatives on track
- Team Support: Assist with planning team events, off-sites, and internal activities for the G&A organization
- Growth Path: Over time, take on additional administrative responsibilities for the CFO and COO, scaling your impact across the leadership team
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyse and visualise the data they need.
Addepar currently tracks around $6 trillion of assets serving over 800 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance - Your continued growth and development are important to us
- Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Midtown East, New York, NY
Leadership
Joe Lonsdale
(Founder & Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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