Senior Executive Assistant

WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
• 2021 Most Innovative Companies - presented by Fast Company
• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE
Apex Fintech Solutions is seeking a Senior Executive Assistant to play a critical role in ensuring the smooth functioning of an executive office. This position requires a highly organized, proactive, and resourceful individual who can manage multiple tasks and projects with a high degree of professionalism and confidentiality. The Senior Executive Assistant will serve as a key liaison between the executive and internal/external stakeholders. The ideal candidate must be detail-oriented, well-organized, flexible, and have strong verbal and written communication skills. The ideal candidate will be experienced in calendar management, executive travel, event planning, and Microsoft 365 suite.
Duties/Responsibilities:

• Provide high-level administrative support to senior executives, including managing calendars, scheduling meetings, and coordinating travel arrangements.
• Prepare and edit correspondence, reports, presentations, and other documents as needed.
• Act as a facilitator, managing the flow of information and communication between the executive and other departments, clients, and external partners.
• Plan, organize, and execute events, meetings, and conferences, ensuring all logistics are handled efficiently.
• Conduct research, compile data, and prepare materials for meetings, presentations, and reports.
• Liaise with other executive assistants and administrative staff to ensure cohesive and efficient office operations.
• Assist in the preparation of key meetings, including the distribution of materials and the preparation of meeting minutes.
• Manage special projects and initiatives as assigned by the executive, ensuring timely completion and adherence to objectives.
• Maintain and organize electronic and paper files, ensuring ease of access and retrieval.
• Handle confidential and sensitive information with discretion and integrity.
• Anticipate the needs of the executive and proactively address issues before they arise.
• Provide personal assistance to the executive as needed, including managing personal appointments and tasks.

Education and/or Experience

• High School Diploma or GED required; Associate's degree in Business Administration, Communications, or a related field preferred.
• 5+ years of experience as an executive assistant or in a similar administrative role, preferably supporting senior executives.
• Strong, high volume, multi-calendar management experience required

Required Skills/Abilities

• Professional demeanor and a positive attitude.
• Strong written and verbal communication skills.
• Must be able to multitask and prioritize effectively
• Extremely detailed oriented, organized, and has excellent follow-through skills
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
• Must be flexible and able to manage a constantly changing schedule and adapt to various working conditions.
• High degree of integrity in handling and processing confidential and sensitive information.

Work Environment

• This job operates in an office environment.

​ Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Salary Range
$90,000-$110,000
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.