Executive Assistant

About Us:

Capitalize is a mission-driven company solving critical problems in the $20 trillion retirement savings market with delightful products, scalable technology, and a world-class team.

At our core, we’re helping Americans better save for retirement by modernizing the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually and currently involve manual, paper-based processes. By doing so, we’re assisting the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets rather than lose them to fees and taxes.

We’ve raised $35mm from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US.

About the Role:

We’re looking for an experienced and proactive Executive Assistant to provide comprehensive support to our executive team. You’ll also get exposure to a number of different functional areas within the company, including People Operations, Recruiting, and Finance. The ideal candidate will be detail-oriented, be a self-starter willing to go above and beyond, and have great communication skills.

What You’ll Do:

• Executive Support:

  • Manage complex calendars for multiple executives, interfacing with both internal and external stakeholders
  • Assist with special projects and initiatives, which may involve research and cross-functional coordination
  • Organize logistics for special events such as team all-hands, off-sites, and Board Meetings

• People Operations and Recruiting:

  • Coordinate our recruiting efforts, manage HR-related tasks, and help onboard new employees
  • Take ownership of our office management management, culture, and employee experience
  • Support initiatives that enhance employee engagement, satisfaction, and overall workplace culture.

• Finance:

  • Help with invoicing, expenses, and our office budgets
  • Serve as the key point of contact on vendor relationships

What You’ll Bring:

• 2+ years of experience in an administrative or people operations function, preferably at a fast-growing tech startup
• Exceptional organizational skills and impeccable attention to detail, with strong verbal and written communication skills
• Time management skills with the ability to multitask and prioritize effectively
• An ability to work well with executives, and able to manage and influence across multiple levels and functions of an organization
• A collaborative, team-oriented attitude is a must, where no task is too big or small
• Technically savvy and proficiency with a broad suite of software tools, including Google Workspace, Slack and Zoom

Perks:

• Competitive salary and equity ($60-70k base salary; we’ll determine what’s appropriate based on candidates’ level and experience as we get through the interview process)
• Medical, dental, and vision insurance, with 100% premium covered for employees and 50% for dependents
• 401(k) plan access
• Generous paid time off and leave policies
• 12 weeks of fully-paid parental leave
• Note: This role is hybrid based in NYC, with a requirement of at least 4 days in-office.

We’re a mission-driven company focused on doing what’s right - for our customers and for our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that’s open and inclusive for all. We’re committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like skill sets and experiences. We believe that a diverse, equitable and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build!