About The Firm
Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash are part of the cap table.
Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.
The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.
About The Role
We’re looking for a highly proactive, detail-obsessed, and trusted
Executive Assistant & Office Manager who can help create leverage for the leadership team of a high-growth startup.
You Will
- Manage calendar and scheduling of meetings for CEO
- Coordinate travel arrangements for VPs and CEO (flights, hotels, ground transportation)
- Be the gatekeeper and air traffic controller for all inbound office requests, ensuring nothing slips through the cracks
- Coordinate internal and external meetings and company-wide events
- Organize meetings and events, including space, catering, materials, and A/V
- Maintain office supplies, snacks, and beverages
- Assist with special projects and provide general team support
Location: NYC (Work 5 days a week in Midtown office)
Reports to: Head of Business Operations
Level: Manager
We’re Excited About You Because…
You have impeccable judgment and can be trusted with confidential and sensitive information
You are lightning fast, obsessively organized, and always 5 steps ahead
You thrive in ambiguity and take pride in creating order from chaos
You communicate crisply, write clearly, and know how to get a decision made
You have excellent EQ and can navigate personalities, politics, and pressure with ease
You love being the glue that keeps the machine running and never say “that’s not my job”
You'll love working at Zoe because we…
- Are a successful, well-funded, fast-growing company with a start-up work vibe.
- Are passionate about our clients and live/breathe the client experience.
- We hire A players. So you will be surrounded by the ‘Navy Seals’ of their craft that will push you to improve
- Are a technologically and data-driven business.
- Offer competitive salaries and equity.
- Are at the forefront of tech & finance, redefining personal finance.
- Believe in autonomy & take the initiative.
Requirements
- Proven ability to manage complex calendars, prioritize across multiple demands, and make judgment calls on time allocation
- Exceptional written and verbal communication skills — you can write on behalf of the CEO and communicate with investors, board members, and internal stakeholders
- High emotional intelligence and professionalism — you know how to read a room, manage relationships, and maintain discretion at all times
- Strong project management and organizational skills — you keep tabs on multiple workstreams and ensure follow-through
- A proactive mindset — you anticipate needs before they’re said and don’t wait to be told what to do
- Ability to handle confidential information with absolute integrity and sound judgment
- Comfortable in a high-expectation environment — you operate with urgency, attention to detail, and pride in delivering excellence
- Must be based in or able to commute regularly to our Mid Town Manhattan (NYC) office (this is an in-person role)
Nice To Have
- Proficiency with tools like Google Workspace, Slack, Notion, and Zoom; familiarity with CRM or project management software is a plus
Benefits
- Compensation includes a competitive base salary, bonuses, and addition to stock options.
- Healthcare, Dental & Vision Coverage
- Commuting & Gym benefits
- 401(K)
- As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
- Two weeks PTO
