Full-Time

Executive Assistant

Tifin

Posted on 12/2/2024

TIFIN

TIFIN

201-500 employees

AI-driven personalized wealth management solutions

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$100k - $150kAnnually

+ Incentive Compensation + Client Acquisition Bonus Programs

Senior

Charlotte, NC, USA

Requires in-office presence in Charlotte five days per week.

Category
Executive Support
Administrative & Executive Assistance
Requirements
  • Bachelor's degree in business administration, communications, or related field
  • 8+ years of experience supporting C-level executive(s) including providing calendar management support in a fast-paced business environment
  • Strong organizational and time management skills and immaculate attention to detail
  • Ability to use creative problem solving techniques, tact and discretion when handling telephone calls, emails, scheduling meetings and managing other calendar requests
  • Patience, flexibility, and adaptability - ability to react quickly to last minute changes in schedules and priorities
  • Exercises independent judgment and discretion and appropriately manages confidential information
  • Must be proficient in GSuite and scheduling softwares/tools
  • Ability to prioritize and be self-directed in a fast-paced environment
  • Exceptional communication skills and interpersonal abilities
  • Location in the Charlotte area and availability to come into the office five days per week
Responsibilities
  • Calendar Management and Scheduling: Maintain and update schedules for team members, executives, and clients, ensuring accurate and efficient scheduling of appointments, meetings, and events
  • Act as a central point of contact for scheduling inquiries and liaise with internal and external parties to coordinate availability and book appointments
  • Act as a gatekeeper in prioritizing appointments and commitments based on urgency and importance when scheduling meetings and appointments
  • Proactively identify scheduling conflicts and propose solutions to ensure smooth operations and avoid scheduling errors
  • Maintain detailed records and agendas of appointments, meetings, and scheduling changes to provide accurate and up-to-date information
  • Send timely reminders to team members and clients to ensure punctuality and preparedness for scheduled events
  • Continuously identify opportunities to improve scheduling processes and implement best practices to enhance efficiency
  • Ability to lean in and lead on special projects as-needed
  • Oversee office administrative operations
  • Spearhead company events and serve as key cultural ambassador

TIFIN enhances wealth management by using artificial intelligence to provide personalized solutions for various clients, including individual investors, financial advisors, and asset managers. Its platforms are designed to improve wealth outcomes by eliminating frictions and creating engaging user experiences. TIFIN stands out from competitors by focusing on personalization and intelligent management of wealth, which is increasingly important in the evolving financial services sector. The company's goal is to create a seamless ecosystem of AI-driven wealth management solutions that cater to the needs of its clients, ensuring they receive tailored advice and effective product distribution.

Company Stage

N/A

Total Funding

$231.2M

Headquarters

Boulder, Colorado

Founded

2018

Growth & Insights
Headcount

6 month growth

4%

1 year growth

-2%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • TIFIN's international expansion, particularly into the underpenetrated Indian market, offers significant growth potential.
  • The addition of experienced executives from industry leaders like LPL Financial and BlackRock strengthens TIFIN's leadership team and strategic direction.
  • Strategic investments, such as the $10 million from SEI, provide financial stability and resources for further innovation and expansion.

What critics are saying

  • The competitive landscape in AI-driven wealth management is intense, requiring continuous innovation to maintain a competitive edge.
  • Rapid international expansion, like the launch of TIFIN India, may strain resources and operational capabilities.

What makes TIFIN unique

  • TIFIN leverages AI to offer personalized wealth management solutions, setting it apart from traditional financial services firms.
  • The company's dual focus on direct-to-consumer and business-to-business AI applications allows it to serve a broad range of clients, from individual investors to large asset managers.
  • TIFIN's ecosystem of capabilities and strategic partnerships, such as with the DSP Group in India, enhances its ability to deliver comprehensive and innovative financial solutions.

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Benefits

Performance linked variable compensation, including equity

Medical, dental, vision, insurance

Open PTO and Company-paid holidays

Remote work flexibility

Corporate Social Responsibilty opportunities

Fully stocked office kitchens

Company sponsored events