The Role

The Executive Assistant to the Chief Client Officer (CCO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company. As the CCO's primary partner, you will play a critical role in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organization.

This role requires a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence. You will serve as a trusted liaison between the CCO and internal teams, global clients, and external partners, acting as a force multiplier for the CCO's leadership and impact.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $106,000 - $166,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do

• Strategic Calendar & Travel Management: Provide comprehensive support, including complex internal/external calendaring across international time zones. Coordinate domestic and international travel (via tools like TripActions/Concur) with detailed itineraries and real-time adjustments
• Client Relations & Liaison: Act as a strategic gatekeeper and primary liaison for the Executive Office. Contribute to the company's reputation through professional, friendly, and respectful interactions with clients, board members, and investors
• Meeting & Event Coordination: Plan and support executive-level meetings, leadership offsites, and client events. Attend select meetings to capture notes, identify follow-up items, and ensure deliverables are met
• Cross-Functional Collaboration: Partner with the US-based leadership team and administrative community to improve communication, streamline processes, and drive office culture
• Communications & Materials: Draft and prepare executive communications, presentations, and briefing documents. Use Google Slides/PowerPoint to refine and integrate existing presentations for client or board meetings
• Project Management: Support high-priority initiatives by tracking action items, managing special projects, and ensuring alignment across the client-facing organization
• Discretion & Efficiency: Handle highly sensitive, confidential information with absolute professionalism. Proactively identify solutions to challenges before they escalate

Who You Are

• Experienced: 6+ years of experience supporting C-suite leaders, preferably in a high-growth, late-stage startup, finance, or client-facing environment
• Adaptable: Proven ability to operate effectively in fast-paced, ambiguous, and constantly changing environments with a calm, solutions-oriented approach
• Communication Pro: Exceptional written and verbal communication skills; adept at working with various personality types and leadership styles
• Organized & Detail-Oriented: Meticulous attention to detail with the ability to prioritize multiple assignments and change direction quickly
• Tech-Savvy: Advanced proficiency with Google Workspace (Docs, Sheets, Slides), Slack, Zoom, and ideally Salesforce or similar CRM tools
• Strategically Minded: Demonstrated sound judgment and executive presence, with the ability to influence and "push back" thoughtfully when necessary
• Collaborative: A team player who enjoys building community and working across international time zones to support a global mission

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients' success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.