Executive Assistant / Senior Executive Assistant, Forge

$115-150k

+ Annual bonus

Excel
Docusign
Senior level
San Francisco Bay Area

2-3 days a week in office

Forge

Stock market for private companies

Job no longer available

Forge

Stock market for private companies

201-500 employees

FintechB2CB2BMarketplaceTradingFinancial ServicesVenture Capital

Job no longer available

$115-150k

+ Annual bonus

Excel
Docusign
Senior level
San Francisco Bay Area

2-3 days a week in office

201-500 employees

FintechB2CB2BMarketplaceTradingFinancial ServicesVenture Capital

Company mission

To power an accessible, liquid ​, and transparent private market.

Role

Who you are

  • 5+ years of experience supporting C-Level executives in a private equities or financial services setting
  • Ability to learn new technology including collaboration tools
  • Proficient with MS Word and Excel and must have strong PowerPoint skills
  • Excellent written and verbal communication skills, reliable and timely communication skills, forward-thinking, ability to anticipate the Executive's needs
  • Thorough, with a very high attention to detail; Organized and systematic, with a high degree of respect for structure and process
  • Ability to work in a collaborative, fast-paced environment while meeting deadlines
  • Proven ability to maintain high ethical standards, confidentiality and professionalism, creative at brainstorming a path forward when stuck
  • Demonstrated ability to effectively partner, build trust, and communicate with all levels of employees, warmth and professionalism to our board members and customers
  • Must be able to sit and/or stand for long periods of time in an office setting or in home office setting while working

What the job involves

  • We are seeking an experienced Executive Administrative Assistant or Senior Executive Administrative Assistant to support 2 C-Level Executives, and a few of their directs, at Forge
  • This individual will work closely with Executives, and other EAs, on scheduling, calendar management, and various projects
  • This individual will also help with various projects and tasks related to our San Francisco, CA office when needed
  • Managing the Executives' schedules by proactively addressing scheduling conflicts and maintaining all meetings and appointments (close coordination with other EAs)
  • Managing travel arrangements and expense reporting requirements
  • Coordinating, planning, and organizing small-to large-scale meetings with internal and external stakeholders including investors, analysts, and board members
  • Meeting preparation including gathering and building meeting materials; Creating and maintaining presentations for board meetings
  • Undertaking special assignments/projects on a wide variety of issues as requested by the Executives
  • Anticipating needs, problem-solving for challenges, and managing emerging issues in a proactive manner
  • Board slides and/or presentations
  • Legal documents, through DocuSign or wet signature requirements
  • Organizing Executive's team off sites and team building events
  • Preparing Executive's teams annual goals and achievements, with quarterly update

Otta's take

Theo Margolius headshot

Theo Margolius

COO of Otta

Corporate stock options are a competitive advantage for companies wishing to attract and motivate top talent. The option of early liquidity proves to be an enticement, especially when startups tend to postpone going public for so long.

Forge offers companies, their employees, investors, and institutions a means of selling their shares in a pre-IPO stock market, allowing private shares to be traded as freely as public company shares. Forge aims to standardize and bring speed to trades in the private market.

Big rivals include Carta and the Nasdaq Private Market, while others such as EquityZen, Zanbato, and Industry Ventures also pose threats. To strengthen its position in this bustling marketplace, Forge is focused on partnerships and new products; launching products such as Forge Intelligence, its first data product, and Forge Company Solutions. And expanding its global reach through partnerships with Wells Fargo Securities and Deutsche Börse.

Insights

Few candidates hear
back within 2 weeks

15% employee growth in 12 months

Company

Funding (last 2 of 4 rounds)

May 2021

$150m

LATE VC

Jan 2019

$35m

SERIES B

Total funding: $238m

Company benefits

  • Medical, dental, and vision
  • 401k plan, life insurance, HSA and FSA, and pre-tax mass transit and parking benefits
  • Equity for all employees
  • New parent leave and generous time off
  • Education, training, and mentorship
  • Team lunches, employee interest groups, and company celebrations
  • Employee-led resource groups, volunteering, and community service
  • Rewards & Recognition
  • Healthy snacks, drinks, and weekly lunches when in the office

Company values

  • We are Bold - Embody a daring spirit. We invest in relationships while practicing radical candor
  • We are Accountable - Sign up, commit, and deliver. We take ownership while thoughtfully holding others accountable
  • We are Humble - Exemplify excellence without arrogance. We respect, listen to, and learn from others while acting out of care

Company HQ

The East Cut, San Francisco, CA

Founders

Kelly Rodriques

(CEO, not founder)

Former CEO of Pensco and Founder of Operative Capital. Previous Operating Partner with Ignition Growth Capital and CEO of Blowtorch Entertainment. Successfully started and co-invested with accomplished venture capitalists in early-stage technology companies. Serves as a board member and advisor to several growth companies in technology-enabled service sectors.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job