Executive Assistant to the CEO, Copilot Money
$85-105k
+ Equity
More information about location
2 days a week in office (Brooklyn, NY)
Money tracking app
Be an early applicant
Money tracking app
1-20 employees
Be an early applicant
$85-105k
+ Equity
More information about location
2 days a week in office (Brooklyn, NY)
1-20 employees
Company mission
To help customers reclaim their data from the banks.
Role
Who you are
- 3-4+ years of experience as an Executive Assistant supporting C-level executives, ideally in a high-growth or startup environment
- A proactive mindset: you anticipate needs, solve problems before they arise, and bring order to chaos
- Exceptional organization and follow-through – you take initiative and execute quickly without dropping details
- Trusted to handle confidential information and sensitive communications with discretion
- Excellent communication skills, both written and verbal, with a polished and professional tone
- A team player who’s adaptable, eager to help, and comfortable working in ambiguous, fast-paced environments
- Tech-savvy and comfortable using tools like Google Workspace, Slack, Notion, and more
What the job involves
- We’re looking for a highly proactive and detail-oriented Executive Assistant to support our CEO and help maximize their effectiveness across all areas of the business
- In this role, you’ll manage day-to-day priorities, ensure seamless scheduling and communication, and serve as a trusted partner in keeping the CEO focused on high-impact initiatives
- You’ll play a key role in maintaining alignment with strategic goals, acting as a gatekeeper, liaison, and force multiplier for the CEO
- This is a hybrid role based in NYC—our team works from the Brooklyn office on Tuesdays and Thursdays, with the option to work remotely the rest of the week
- That said, we’re looking for someone who’s flexible and open to coming in more frequently as needed, especially to support the CEO or key in-person moments
- The office is always available if you’d like to make use of it more often
- Serve as the primary support to the CEO while collaborating with teams across the company
- Proactively and strategically manage the CEO's calendar, ensuring alignment with priorities and schedule
- Oversee and organize the CEO’s email inbox, flagging key communications and ensuring timely follow-ups
- Coordinate communication with internal teams, investors, external partners, and other stakeholders
- Track key tasks and projects, sending reminders and ensuring timely completion
- Own logistics for travel, meetings, and events with clear and detailed itineraries
- Lead or support special projects such as offsites, user events, investor touchpoints, and ad hoc operations work
- Support the smooth running of the office, including light administrative and facilities-related tasks as needed
- Provide occasional personal support with a flexible and solutions-oriented mindset
Our take
Nowadays, despite the vast number of personal finance apps, many do not meet the evolving needs of consumers. Even when they are received well, they can struggle to make money - which is what led to the closing down of the popular Mint app by Intuit.
Following the downfall of Mint, Copilot recognized the market gap and embarked on a mission to provide users with a solution. Its offering focuses on analysis, allowing users to make informed financial decisions by distilling complex financial data into actionable insights.
Learning from the mistakes of free-to-use personal finance apps, Copilot charges a monthly fee, and impressively achieved profitability in 2023. With a solid foundation of venture capital, the company is primed to develop new features, including AI-driven insights and Android compatibility, further cementing its position as a leader in the personal finance app market.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Mar 2024
$6m
SERIES A
Total funding: $6m
Company benefits
- Equity in the company
- Health, dental & vision Insurance (company pays 100% premium for employee)
- 401k matching up to 4%
- Home office setup, and monthly Internet reimbursement (up to $80/month)
- Wellness reimbursement ($100/month)
- 4 weeks of PTO (after 2 years in the company you get 5 extra vacation days, and 5 more after 4 years)
- Annual company retreats
- Annual week-long rotations between the US and Chile
Company HQ
Civic Center, New York, NY
Leadership
Andrés Ugarte
(CEO)Previously a Senior Software Engineer at Google, YouTube and Vouch.
Currently a Lecturer at the Pontifical Catholic University of Chile. Previously a Software Engineer/Project Manager at Magnet SPA and an Android Developer at Hadza.
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