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Lead Executive Administrative Coordinator
2 months ago
At Forge, we recognize that our workforce is our most valuable resource. As pioneers in technology within the private market, our goal is to create a more prosperous future for all. We embody this vision through our core values of being courageous, modest, and responsible.
Every day, we witness the impact of our mission, aiding the teams behind some of the most significant innovations of our time, from space exploration to sustainable, plant-based nutrition.
Our objective is to enable more individuals to take ownership in the world's foremost private companies through a top-tier technology platform that connects the largest network of buyers and sellers globally.
With our liquidity solutions, exclusive insights, custody services, and a dynamic marketplace, Forge aims to establish a premier technological framework that facilitates a global private market that is transparent, accessible, and seamless for companies, their personnel, and investors.
Through Forge, employees can liquidate their private shares, employers can reward stakeholders with pre-IPO liquidity, and both individual and institutional investors can engage in the growth of private unicorns.
Our unique global marketplace responds to the increasing demand from both individual and institutional investors for access to private company equities, creating a growing network effect with sustainable competitive advantages.
The Forge marketplace boasts over 440,000 registered users, with private shares transacted in more than 500 companies since inception, representing over $12 billion in volume across more than 21,000 transactions.
Our capacity to provide these impactful financial solutions has sparked significant interest from investors, increased demand from clients, and a necessity to expand our team to cater to the needs of more companies, teams, and innovators.
Position Overview:
Location:
Onsite presence required 1-2 days a week or as necessary.
We are in search of a proficient Senior Executive Administrative Assistant to provide support to our CFO and the Finance department.
This role involves close collaboration with our CFO on various financial initiatives and interaction with other executive team members, playing a crucial part in our strategic objectives.
Key Responsibilities:
- Overseeing the CFO's calendar by proactively resolving scheduling conflicts and ensuring all meetings and appointments are maintained (close coordination with other Executive Assistants).
- Arranging travel logistics and managing expense reporting.
- Organizing and coordinating meetings of varying scales with internal and external stakeholders, including investors, analysts, and board members.
- Scheduling quarterly earnings preparations and risk management sessions for senior executives.
- Preparing for meetings by gathering and creating necessary materials; developing and maintaining presentations.
- Undertaking special projects and assignments on a diverse range of topics as requested by the CFO and Finance team.
- Anticipating needs, addressing challenges, and managing emerging issues proactively.
Potential Projects:
- Compiling annual goals and achievements for the Finance team, with quarterly updates.
- Creating board presentations and materials.
- Handling legal documents through electronic signatures or traditional methods.
- Organizing Finance team retreats and team-building activities.
- Coordinating conferences and non-deal roadshows for the CEO and CFO.
Qualifications:
- Proven experience supporting C-Level executives.
- Proactive mindset with the ability to foresee the CFO's requirements.
- Quick learner of new technologies, including collaboration tools.
- Proficient in MS Word, Excel, and strong PowerPoint skills.
- Excellent written and verbal communication skills, with a focus on reliability and timeliness.
- Detail-oriented, organized, and systematic, with a strong respect for structure and processes.
- Ability to thrive in a collaborative, fast-paced environment while meeting deadlines.
- Demonstrated ability to uphold high ethical standards, confidentiality, and professionalism, with a creative approach to problem-solving.
- Proven ability to build trust and communicate effectively with all levels of staff, exhibiting warmth and professionalism towards board members and clients.
- Must be able to sit and/or stand for extended periods in an office or home office setting.
Preferred Qualifications:
- Experience in supporting CFOs or in Finance roles.
Compensation:
For candidates in the San Francisco/Bay Area, the annual salary range for this position is $140,000 - $150,000, plus annual bonus and equity. Final offers may vary based on geographic location, candidate experience, expertise, and other factors.
COVID-19 Vaccination Policy:
Forge enforces a mandatory COVID-19 Vaccination Policy applicable to all employees.
All employees under this policy must be fully vaccinated as a condition of employment at Forge.
Employees are considered fully vaccinated two weeks after completing the primary vaccination series, with the required interval between doses, if applicable.
Employees must provide truthful and accurate information regarding their COVID-19 vaccination status and testing results upon starting employment.
Employees may request an exemption from this vaccination policy if the vaccine is medically contraindicated or if medical necessity requires a delay in vaccination.
Employees may also be entitled to reasonable accommodations if they cannot be vaccinated due to a disability or if vaccination conflicts with sincerely held religious beliefs.
All such requests will be processed in accordance with applicable laws and regulations.Forge is proud to be an equal opportunity employer and values diversity within our organization.
We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
