Executive Assistant

Monetary; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Equity (stock options)

Health, dental, vision insurance

Unlimited PTO

Tuition reimbursement

In-person social events

Modern office in Charlotte

Job summary

Monetary is seeking an Executive Assistant to run the ELT agenda, coordinate board meetings, and manage day-to-day office operations in Charlotte. You will partner with the CEO and a remote contracted assistant to keep leadership aligned and decisions moving forward.

The role emphasizes project management, discretion, and proactive support for a fast-growing public-minded finance tech company. On-site office presence is expected daily in Charlotte.

Qualifications

• 6+ years supporting C-suite executives
• Demonstrated project management skills across recurring operating cadences
• Exceptional discretion with confidential and sensitive information
• Confident presence with strong personalities and persistent follow-up
• Sound judgment on escalation versus independent handling
• Experience planning board meetings, offsites, and company events
• Fluency with AI tools to boost productivity in a safe manner
• Local to Charlotte and able to work in the office daily

Responsibilities

• Own the ELT meeting cadence end to end: build agendas with the CEO, collect pre-reads in advance, and keep meetings focused on decisions.
• Capture decisions and action items, assign owners and due dates, and follow up until each item is closed.
• Track cross-functional priorities across the ELT, flag risks and conflicts early.
• Gather input across the ELT and synthesize it into plans and decision documents.
• Coordinate board meetings end to end: calendar, materials timeline, deck collection, logistics, and post-meeting follow-up.
• Plan and run ELT offsites and leadership events from agenda to outcomes.
• Partner on company events, including all-hands and offsites, managing logistics and budget.
• Handle highly confidential information with complete discretion.
• Direct day-to-day work of remote contracted assistant (inbox, scheduling, expenses).
• Own day-to-day office operations, vendor relationships, and office supplies.

Skills

C-suite support

Project management

Discretion with confidential info

Executive partner presence

Office in Charlotte

AI tool usage

Office coordination

Tools

Google Workspace

Slack

Asana

AI tools (Claude, Gemini)

Job description

WHO WE ARE

Monetary is the financial cloud-based treasury and accounting platform built specifically for government and nonprofit finance professionals. More than 2,000 organizations - including local governments, public universities, and health systems - use Monetary to manage debt, cash, investments, leases, and subscriptions in one platform.

We’ve built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that’s been waiting for modern infrastructure.

ABOUT THE ROLE

The Executive Assistant runs the operating rhythm of Monetary’s Executive Leadership Team. Working in our office every day, reporting to the CEO, you will own the ELT agenda, drive decisions and action items to completion, and coordinate board meetings, offsites, and company events. You will also own the day-to-day operation of our office.

This is a project management role as much as an executive support role. You will hold context across the C-suite, keep commitments moving, and follow up with senior leaders directly and persistently. You stay neutral on the substance of decisions and firm on the process that gets them made. A remote, part-time contracted assistant handles high-volume administrative work under your direction, so your time goes to coordination and follow-through.

This role is a strong fit for a highly experienced executive partner who is local, thrives working in person, and takes pride in anticipating what leaders need before they ask. If you are energized by keeping a leadership team aligned and moving, you will thrive at Monetary.

WHAT YOU’LL DO

As an Executive Assistant, you will:

• Own the ELT meeting cadence end to end: build agendas with the CEO, collect pre-reads in advance, and keep meetings focused on decisions.
• Capture decisions and action items, assign owners and due dates, and follow up until each item is closed.
• Track cross-functional priorities across the ELT, flagging risks, conflicts, and slipping deadlines early so leaders are not caught off guard.
• Gather input across the ELT and synthesize it into plans, agendas, and decision documents.
• Coordinate board meetings end to end: calendar, materials timeline, deck collection from ELT owners, logistics, and post-meeting follow-up.
• Plan and run ELT offsites and leadership events, from agenda and logistics through follow-through on outcomes.
• Partner on company events, including all-hands, company offsites, and team celebrations, owning logistics, vendors, and budget so events run smoothly and reflect company priorities.
• Handle highly confidential information, including compensation, organizational changes, executive recruiting, and board materials, with complete discretion.
• Direct and prioritize the work of the remote contracted assistant, who handles inbox monitoring, scheduling, receipt collection, and expense tracking.
• Own day-to-day office operations, including vendor relationships, purchasing within budget, supplies, snacks and coffee, and company swag.
• Coordinate in-office visits from board members, customers, and candidates so the office reflects the company well.

WHAT YOU’LL BRING

REQUIRED

• 6+ years supporting C-suite executives, including supporting multiple senior leaders at once
• Demonstrated project management skills: running recurring operating cadences, tracking many workstreams, and driving deliverables to completion
• Exceptional discretion with confidential and sensitive information
• A steady, confident presence with strong personalities; speaks up when it matters, takes direct feedback in stride, and follows up persistently without making it personal
• Sound judgment about what to escalation, what to handle independently, and what can wait
• Strong organization and clear written documentation
• Experience planning board meetings, offsites, and company-wide events
• Comfortable using AI tools (e.g., Claude, Gemini, etc.) in daily work to produce high-quality work product and to increase productivity in a prudent, safe manner
• Local to Charlotte and able to work in the office every day

PREFERRED

• Experience directing contracted, part-time, or remote administrative support
• Experience supporting a leadership team in a fast-paced, growing company
• Experience managing office operations, vendors, or a facilities budget
• Fluency with project tracking and collaboration tools such as Google Workspace, Slack, and Asana

OUR “GOAT” VALUES

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
• We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.
• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
• We follow through on our decisions and commitments with action.

ABOVE & Beyond

• We create moments of magic, surprising and delighting our customers at every touchpoint.
• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at Monetary that is beneath any of us.
• We work hard to be the teammate others want on their team.
• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY Monetary

Monetary is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;
• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;
• Flexible work schedules and generous leave policies (including unlimited PTO);
• Professional development opportunities and tuition reimbursement;
• Family and wellness perks;
• In-person social events;
• Top-of-the-line equipment, and a newly furnished office.

Monetary is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.