About the Opportunity

Portfolia is seeking an Executive Assistant to support its CEO/Founder. The candidate will be proficient with a wide range of responsibilities, including managing in-box and external communications; managing executive priorities and team follow-up; supporting CEO with presentations and reporting; overseeing CEO special events; document and knowledge management; and, special projects and research. Our ideal candidate is an organized self-starter with an entrepreneurial mindset, a sense of urgency, and the ability to handle ambiguity.

Responsibilities & Roles

● Filter and manage all incoming communication to the CEO, and manage/draft and prioritize external communications

● Oversee work priorities to ensure CEO’s objectives are met and manage content and flow of information.

● Manage CEO schedule including agendas, email, calls, travel arrangements, client management, and other company logistics

● Serve as a key member of the Portfolia executive team: planning, reporting, and prioritizing key metrics for the team

● Assist with Board of Director Reporting, agendas, meetings, follow-up and communications

● Manage CEO’s speaking and presentation schedule, coordinating materials and powerpoint and follow-up

● Monitoring and VIP and Investor Relationships

● Ensuring appropriate knowledge management and growth processes for scaling operation

● May assist and handle payroll, bill payments.

● Coordinating special projects and research on behalf of the CEO

● Organize team communications and oversee events, both internally and offsite

● Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business

Qualifications & Skills

● 5 years of high-level EA experience, with exemplary performance, in similar positions

● Bachelor’s degree or equivalent work experience preferred

● Proficiency on GoogleSuite, Excel, PowerPoint, Box, Zoom, Slack and CRM systems, or the ability to ramp quickly to multiple internal tools

● Excellent organizational and planning skills with the ability to successfully prioritize and manage multiple projects simultaneously

● Must be able to create new processes and structure in a fast-moving, multi-tasking

● Superior written and oral business communications skills, with the ability to comfortably and professionally interact with colleagues at all levels

● Organized self-starter with an entrepreneurial mindset, a sense of urgency, and the ability to handle ambiguity.

● Calm under pressure and a positive attitude

About Us:

Portfolia is an investor-backed FinTech company, activating the most powerful network of women investors in the world, now in 46 states and 18 countries. Portfolia has 14 venture capital funds, with 130+ portfolio investments. Our multiple and early exits place us in the top quartile of all funds. We intend to be the global brand for women and investing.

Job Type: Full-time

Pay: $80,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Mill Valley, CA 94941: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 3 years (Required)
• Microsoft Powerpoint: 3 years (Required)
• EA: 4 years (Required)

Work Location: Hybrid remote in Mill Valley, CA 94941

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