Executive Assistant (Level II)

About The Company

We believe each of us deserves the opportunity to get all that we can from our money. Since 2022, Nevly has been on a mission to design and build products that empowered every individual to do just that. We are rapidly innovating - pushing boundaries, experimenting boldly, and continuously learning - to create solutions centered around tackling the most challenging aspects of financial health with a focus on elevating the human experience.

As we continue on this journey we keep focus on the fact that two things are essential to our success: our people and our culture. We value talented people who are passionate about solving extremely hard problems and who possess an unwavering level of empathy for those we are charged with serving. We embrace a culture of experimentation and one that focuses on continuous improvement and learning.

Nevly can best be defined by collaborative, trusting, thought-provoking, outcome-driven environments inside of a forward-thinking organization that looks to push boundaries. One that encourages diversity of thought and creative solutions that are in the best interests of our customers.

About The Role

Nevly is seeking an Executive Assistant to support the firm’s founder and its founding team. This position requires a highly organized, mature and motivated individual who will interface with both internal and external professionals at every level. The right candidate will also find a number of opportunities to get hands on experience in functional areas like marketing, product development, data analytics and operations.

Position Responsibilities

• Producing initial written drafts of long form and short form content that reinforce and strengthen the Company’s brand positioning.
• Must be able to travel with advanced notice.
• Aptitude to interact on a daily basis with both internal and external parties.
• Maintain meetings and activities for team members.
• Coordinate travel scheduling, as well as its reimbursement in a timely manner.
• Assist with coordination of media appearances, speaking engagements and interviews.
• Preparing reports, email communication and presentations.
• Event and investor meeting planning.
• Development and maintenance of the firm’s CRM system.
• Perform other business-related duties as needed in a timely manner.
  
  

Position Requirements

• Must possess the confidence to interact one-on-one with team members and/or external third parties when necessary.
• Must exhibit a high degree of discretion as it relates to safeguarding confidential information.
• Ability to thrive in an independent, entrepreneurial, relatively unstructured environment.
• Excellent organizational, communication, problem solving and interpersonal skills.
• Proficient in Microsoft Office (Excel, Word, PowerPoint and Outlook).
• Experience working with CRM tools.
• Strong multi-tasking, follow-through skills and a sense of urgency when needed.
• Self-management and hands-on approach.
• Flexible, polished, professional and outgoing.
  
  

Compensation Package And Other Benefits

Nevly offers a competitive base salary and discretionary bonus based on performance and also provides a generous benefits package to its team members:

• Health, Dental & Vision
• Fertility Benefits
• Professional Development Fund
• Relocation Benefits
• Paid Parental Leave
• Paid Time Off
• Compassionate Sick & Bereavement Leave
• Volunteering Days
• Employee Referral Program
• Monthly Commuter Stipend
  
  

Role Type: Full Time

Base Salary Range: $125,000 - $150,000

Important Notice for Candidates

Job scams are on the rise. Please keep these guidelines in mind when applying for any open roles.

• Only apply through official Nevly channels. We don’t use any third-party services or platforms for our recruitment.
• Always double-check the emails you receive. Make sure all communications are being done through official Nevly emails, with an @nevly.com domain.
• We won't ask for payment or personal financial information during the hiring process. If anyone does ask you for this, it’s a scam. Report it immediately.