Sales Team Administrative Assistant

New York, NY
G&A – Operations
Full-time
At Addepar, Sales Team Coordinators support the Sales Directors and connect the dots for the team as a whole. They are masters at facilitating communication, identifying areas to create efficiencies and are passionate about making their work environment and culture the best it can be.

Responsibilities

    • Administratively support Sales Directors - calendaring, business travel, expenses and special projects
    • Advanced calendaring and meeting planning for the Sales Org - point of contact and onsite support for client meetings, recurring meetings, trainings
    • High-volume, quick-turnaround, external meeting scheduling
    • Cultivate cross-functional relationships between departments and improve communication across teams
    • Create administrative efficiencies and find ways to improve processes
    • Attend select meetings and stay informed - take notes, send reminders and identify follow-ups
    • Advanced travel coordination and team oversight utilizing TripActions - help the Business team follow company travel policy and best practices
    • HR and Events projects - team-building offsites and other events
    • Collaborate with other Admin Ops team members in all offices
    • Maintain high standards of confidentiality and client information security
    • Work with the Operations Team to improve and manage the team spaces as we scale
    • Be an integral part of the Sales culture

Requirements

    • Minimum of 2 years experience in an administrative role
    • Passion for collaboration, teamwork and improving processes
    • Desire to create solutions and build a great company
    • Excellent computer skills and comprehension of Google Suite
    • Experience supporting a sales team preferred but not mandatory
    • Incredibly organized and detail-oriented
    • Ability to prioritize multiple assignments and change direction quickly
    • Strong communicator and creative problem solver
    • Proactive and self-directed
    • Humility, ability to learn from mistakes, a sense of humor
    • Bachelor’s degree preferred but not mandatory

Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.