Executive Assistant

About YourStake
YourStake helps people understand the social and environmental impact of their investments. We believe that by providing people insight into what their investment portfolios actually do, we can help create real change.

We've built a pipeline for ingesting data about public companies from hundreds of sources, and the tools for financial advisors to use our data to help their clients make a difference with their investments. Users of our platform are managing over $1.3 trillion in total assets–a number that's growing every day.

We're a remote-first company, backed by great investors, and we'd love to have you join our team to help us broaden our impact even further.

We exist to be in service to all life on earth - across race, gender, age, religion, identity, experience, and environment. Our products, services, team, and stakeholders are all held to the highest standards.

The Role

The Executive Assistant plays a central role in ensuring YourStake’s operational effectiveness, creating a strong foundation for scale, and enabling YourStake to achieve its strategic growth and impact objectives. The Executive Assistant will handle a wide range of administrative and executive support tasks while being a strategic thought partner to increase efficiency, collaborate cross-functionally, and manage crucial information and tasks with little supervision. This person will also be extremely proactive, organized, flexible, and enjoy the challenges of supporting fast-paced executive. The position reports to the CEO and will work across the organization to advance administrative procedures.

Why you should work at YourStake

We are a proven, quickly growing, mission driven organization. We take care of our people, abide by our values, and truly believe that we can YourStake. We offer:

• Comprehensive healthcare
• Equity
• Unlimited time off policy
• Flexible working hours
• Fully remote team 

Duties & Responsibilities

The Executive Assistant role will serve the CEO, President, and other members of the executive team as necessary. Tasks may include:

• Manage calendars and email, maintain CRM, file expense reports, and other administrative tasks
• Organize CEO and President’s time by reading, researching, and routing correspondence: drafting letters and documents; collecting and analyzing information; initiating communications
• Take the lead on the first draft of presentations or new analysis
• Contribute to the encouragement of a high performing team culture
• Support executive meetings through research, meeting preparation, note taking, and follow up as needed
• Identify events the executive team should attend
• Prepare financial and management reports
• Plan & book travel for the executive team
• Plan & coordinate company events
• Support investor relationships
• Prepare the executive team for board meetings
• Other tasks or projects as assigned

Core Capabilities

• Previous experience supporting a c-level executive from an administrative perspective
• Entrepreneurial approach to task management, ability to take control and manage tasks independently to closure
• Proactively anticipate needs and dependencies without being asked or directed
• Excellent written and verbal communication skills
• Ability to work independently while working with a remote team

Qualifications

• Experience in financial services industry preferred
• Digital native, able to quickly pick up new online tools
• Entrepreneurial approach to task management, ability to take control and manage tasks independently to closure
• Ability to adapt and adjust as needed
• Excellent time management
• Passionate about our mission and willing to embody our YourStake values 
• Proficient with GSuite, Canva, and/or other productivity and desktop publishing applications
• East Coast time zone preferred
• Some familiarity with the financial industry / wealth management is preferred but not required

To apply

Please send your resume along with a brief cover letter that demonstrates the ways our values are reflected in your own lived experience, clearly stating your interest in YourStake and this position. Applications without a cover letter will not be considered.