Executive Assistant & Office Manager

Zoe Financial Inc.; New York (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

An innovative firm is seeking a detail-oriented Executive Assistant & Office Manager to support its leadership team in a fast-paced environment. This role involves managing complex calendars, coordinating travel, and organizing company-wide events. You will thrive in this dynamic setting if you possess exceptional communication skills and a proactive mindset. The company offers a unique opportunity to influence its culture while enjoying competitive compensation and benefits. Join a passionate team dedicated to redefining personal finance and providing exceptional client experiences.

Benefits

Healthcare Coverage

Dental Coverage

Vision Coverage

Commuting Benefits

Gym Benefits

401(K)

Stock Options

Two Weeks PTO

Qualifications

• Proven ability to manage complex calendars and prioritize multiple demands.
• Exceptional written and verbal communication skills for stakeholder engagement.
• Strong project management skills with a proactive mindset.

Responsibilities

• Manage calendar and scheduling of meetings for CEO.
• Coordinate travel arrangements for VPs and CEO.
• Organize meetings and events, ensuring all logistics are covered.

Skills

Calendar Management

Communication Skills

Project Management

Organizational Skills

Emotional Intelligence

Tools

Google Workspace

Slack

Notion

Zoom

Job description

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About The Firm

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash are part of the cap table.

About The Firm

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash are part of the cap table.

Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.

The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

About The Role

We’re looking for a highly proactive, detail-obsessed, and trusted Executive Assistant & Office Manager who can help create leverage for the leadership team of a high-growth startup.

You Will

• Manage calendar and scheduling of meetings for CEO
• Coordinate travel arrangements for VPs and CEO (flights, hotels, ground transportation)
• Be the gatekeeper and air traffic controller for all inbound office requests, ensuring nothing slips through the cracks
• Coordinate internal and external meetings and company-wide events
• Organize meetings and events, including space, catering, materials, and A/V
• Maintain office supplies, snacks, and beverages
• Assist with special projects and provide general team support
  
  

Location: NYC (Work 5 days a week in Midtown office)

Reports to: Head of Business Operations

Level: Manager

We’re Excited About You Because…

You have impeccable judgment and can be trusted with confidential and sensitive information

You are lightning fast, obsessively organized, and always 5 steps ahead

You thrive in ambiguity and take pride in creating order from chaos

You communicate crisply, write clearly, and know how to get a decision made

You have excellent EQ and can navigate personalities, politics, and pressure with ease

You love being the glue that keeps the machine running and never say “that’s not my job”

You'll love working at Zoe because we…

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are passionate about our clients and live/breathe the client experience.
• We hire A players. So you will be surrounded by the ‘Navy Seals’ of their craft that will push you to improve
• Are a technologically and data-driven business.
• Offer competitive salaries and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.
  
  

Requirements

• Proven ability to manage complex calendars, prioritize across multiple demands, and make judgment calls on time allocation
• Exceptional written and verbal communication skills — you can write on behalf of the CEO and communicate with investors, board members, and internal stakeholders
• High emotional intelligence and professionalism — you know how to read a room, manage relationships, and maintain discretion at all times
• Strong project management and organizational skills — you keep tabs on multiple workstreams and ensure follow-through
• A proactive mindset — you anticipate needs before they’re said and don’t wait to be told what to do
• Ability to handle confidential information with absolute integrity and sound judgment
• Comfortable in a high-expectation environment — you operate with urgency, attention to detail, and pride in delivering excellence
• Must be based in or able to commute regularly to our Mid Town Manhattan (NYC) office (this is an in-person role)
  
  

Nice To Have

• Proficiency with tools like Google Workspace, Slack, Notion, and Zoom; familiarity with CRM or project management software is a plus
  
  

Benefits

• Compensation includes a competitive base salary, bonuses, and addition to stock options.
• Healthcare, Dental & Vision Coverage
• Commuting & Gym benefits
• 401(K)
• As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
• Two weeks PTO

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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