Atomic Invest · 22 hours ago
Executive Assistant, CEO
New York
Full-time
Hybrid
Mid Level
3+ years expAtomic Vest is a fast-growing, mission-driven company focused on expanding financial services and wealth creation globally. The Executive Assistant will provide individualized support to the CEO and senior leadership, managing operational efficiencies, compliance workflows, and travel logistics.
B2CFinancial ServicesFinTechPersonal Finance
No H1B
Responsibilities
Timely and accurate coordination of internal and external meetings, including logistical details, communication, and follow-up
Coordinate travel arrangements both domestic & international, requiring an understanding all aspects of each executive's business agenda, as well as personal preferences, may include making restaurant and other business entertainment suggestions and reservations
Prepare monthly expense reports, identify, and resolve all discrepancies
Lead the planning and execution of company offsite, including defining objectives, managing budgets, researching and securing venues, coordinating logistics and travel, overseeing schedules, and ensuring a seamless experience end to end
Proactively and frequently check in with managers
Screen communications as needed reading, researching, collecting, prioritizing, and routing correspondence and information with proper level of professionalism
Accurately update contact information in CRM database
Maintain and protect confidentiality regarding all aspects of client and company information
Adhere to company policy while best needing the needs of executives supported
Qualification
Required
3+ years supporting C-levels, preferably in the Financial Services or Professional Services (Consulting, Law, Advisory, etc.) industries
Proficient in Google Suite and MS Office Suite (Word, Excel, Outlook, and PowerPoint)
Familiarity with online travel booking systems
Must be able to be in-office on occasion (NYC)
Highly organized with strong attention to detail; demonstrates accuracy and thoroughness
Proactive and self-motivated, able to anticipate the needs of others
Ability to juggle multiple assignments and prioritize effectively; demonstrates sense of urgency
Manages competing demands well; able to deal with change, delays, or unexpected events
Appropriate discretion and integrity handling confidential and sensitive information
Excellent professional references
U.S. work authorization
Preferred
Exceptional verbal and written communications skills
Ability to follow process and procedures; looks for ways to improve and promote quality
Resourceful self-starter, able to work independently and as team player
A positive, enthusiastic approach to work and collaboration
High degree of professionalism and reacts well under pressure
Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds firm values
Company
Atomic Invest
Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$55.12MKey Investors
Erie Strategic VenturesY Combinator
2025-10-14Series Unknown
2025-08-27Series Unknown· $30M
2021-11-11Series A· $25M
Leadership Team
David Dindi
Co-Founder & CEO
Alec Helman
Partnerships
Recent News
2026-01-14
alleywatch.com
2025-12-24
2025-12-18
Company data provided by crunchbase