Assistant to the CEO

Job Description

About Portfolia:

Portfolia is an investor-backed FinTech company, activating the most powerful network of women investors in the world, now in 46 states and 18 countries. We intend to be the global brand for women and investing.

We are a highly focused, high-velocity team, committed to mutual development, transparency and growth. Not the typical Silicon Valley start-up, you must be comfortable working with a team of smart and aggressive women leaders as well as men, who will always find a resourceful and creative way to exceed our goals.

We believe that when women back the innovations and teams they want in the marketplace, we create wealth and opportunity as well as build a better, more productive and prosperous world.

About the Opportunity

Portfolia is seeking an Executive Assistant to support its CEO/Founder. The candidate will be proficient with a wide range of responsibilities, including managing in-box and external communications; managing executive priorities and team follow-up; supporting CEO with presentations and reporting; overseeing CEO special events; document and knowledge management; and, special projects and research. Our ideal candidate is an organized self-starter with an entrepreneurial mindset, a sense of urgency, and the ability to handle ambiguity.

Role & Responsibilities

  • Filter and manage all incoming communication to the CEO, and manage/draft and prioritize external communications

  • Oversee work priorities and manage content and flow of information.

  • Manage CEO schedule including agendas, email, calls, travel arrangements, client management, and other company logistics

  • Assist with investor reporting, agendas, meetings, follow-up and communications

  • Manage CEO’s speaking and presentation schedule, coordinating materials and powerpoint and follow-up

  • Monitoring and VIP and Investor Relationships

  • Coordinating special projects and research on behalf of the CEO

  • Organize team communications and oversee events, both internally and offsite

  • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business

Skills & Qualifications

  • 5 years of high-level EA experience, with exemplary performance, in similar positions

  • Bachelor’s degree or equivalent work experience preferred

  • Proficiency on GoogleSuite, PowerPoint, Zoom, Slack and CRM systems, or the ability to ramp quickly to multiple internal tools

  • Excellent organizational and planning skills with the ability to successfully prioritize and manage multiple projects simultaneously

  • Must be able to create new processes and structure in a fast-moving, multi-tasking

  • Superior written and oral business communications skills, with the ability to comfortably and professionally interact with colleagues at all levels

  • Organized self-starter with an entrepreneurial mindset, a sense of urgency, and the ability to handle ambiguity.

  • Calm under pressure and positive attitude

Location

Company HQ in the San Francisco bay area. Open to other metropolitan locations for the right candidate. We offer competitive salaries and benefits and flexible holidays and working arrangements.

Compensation

$80,000 – $100,000, plus stock options, dependent on relevant experience and performance

Benefits

  • Competitive Salary and Stock Options

  • Liberal Paid Time Off

  • Healthcare, Vision, & Dental with employee contribution

  • Life Insurance and Long Term Disability Coverage

  • 401K

  • Candidates must be authorized to work in the US

  • Maternity/Paternity Leave

  • Continued Learning and Growth Opportunities

Apply at “joinus@portfolia.com” with the subject line “Application: EA”