Executive Assistant

Carta

San Francisco, CA

On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience managing executive calendars and coordinating board meetings in a tech or finance setting.

Best fit for

Candidates with 4+ years of executive support in tech or finance, particularly in calendar and board meeting coordination
— “4+ years of Executive Assistant experience supporting a senior leader in the C-suite, preferably in the technology or banking industry”
Individuals who have managed international travel and complex logistics for high-level executives
— “Manage international travel, including visa requirements and detailed itineraries”
Professionals with a track record of maintaining internal visibility and liaising between executives and their teams
— “Maintain a pulse on the sentiment of the organization serving as a liaison between your Executive and their team”

Things to consider

Requires in-office presence in San Francisco for three days per week
— “Ability to commute to our SF office 3 days per week (required)”
The role is part of a small EA team with a hybrid model across multiple offices
— “Carta’s EA team is small and wears many hats. We work autonomously for our executives... while also collaborating as a team on broader initiatives”

How to stand out

Highlight experience managing audit committee meetings and complex executive calendars in your resume and interview responses
— “Proactively and accurately manage heavy calendars for the CFO and assist the broader G&A team with complex scheduling as needed, including coordination of audit committee meetings”
Emphasize your ability to handle high-level communications across email, Slack, and Google comments
— “Triage and reply to emails, Google comments, Slack channels; manage CFO’s inbox and ensure timely follow-ups”
Showcase your strategic thinking and proactive approach to internal visibility and executive support
— “Track key meetings, external events, and conferences to provide the CFO with internal visibility and ensure all details and logistics are seamlessly managed”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · IndividualLevel · Executive

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

manage heavy calendars for executives
coordinate speaking engagements and conferences
plan and execute team meetings, events, and offsites
approve expenses and time off requests
serve as a liaison between executives and their teams

Typical background

4+ years of Executive Assistant experience supporting a senior leader

Skills & requirements

Required

Calendar ManagementEmail TriageConference CoordinationTravel ManagementExpense ApprovalTeam Meeting PlanningEvent CoordinationBudget ManagementLogistics CoordinationHospitality CoordinationProject Contribution

Preferred

Event PlanningOffsite CoordinationHiring SupportTraining CoordinationBest Practices Implementation

Stack & domain

Calendar ManagementEmail TriageGoogle CommentsSlack ChannelsTravel CoordinationVisa RequirementsExpense ApprovalTime Off RequestsTeam MeetingsEventsOffsitesBudgetsLogisticsHospitalityProject ManagementLeadershipCommunicationProblem-solvingTeamworkAttention To DetailTime ManagementExecutive Assistant

About the role

Original posting from Carta via Greenhouse

The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As an Executive Assistant, you’ll work to:
Proactively and accurately manage heavy calendars for the CFO and assist the broader G&A team with complex scheduling as needed, including coordination of audit committee meetings
Triage and reply to emails, Google comments, Slack channels; manage CFO’s inbox and ensure timely follow-ups
Coordinate speaking engagements and conferences for the CFO, ensuring all logistics, travel, and briefing materials are managed smoothly
Manage international travel, including visa requirements and detailed itineraries
Provide end of day briefings to the CFO to prepare for the next day’s priorities
Track key meetings, external events, and conferences to provide the CFO with internal visibility and ensure all details and logistics are seamlessly managed
Plan and execute team meetings, events and offsites; including the coordination of agendas and materials, budgets, logistics, hospitality and more
Approve expenses, travel and time off requests for your Executive’s direct reports
Maintain a pulse on the sentiment of the organization serving as a liaison between your Executive and their team
Contribute to projects on the Executive Assistant team
The Team You'll Work With
We are looking for an Executive Assistant (EA) to join our team and support our Chief Financial Officer and SVP of Finance. This person will report to an EA Manager and work closely with our EA team, the Finance team, and the broader leadership team at Carta.
Carta’s EA team is small and wears many hats. We work autonomously for our executives—handling scheduling, meeting preparation, travel, expenses, and projects—while also collaborating as a team on broader initiatives such as events, offsites, hiring, training, and best practices. We operate within a hybrid model, with team members based in offices across New York, Sandy, and San Francisco.
About You
You are a roll-up-your-sleeves, “get in the weeds,” individual that has experience supporting senior leaders in a fast paced startup environment. You are incredibly detail oriented, thoughtful, strategic, and proactive. You can block and tackle for your Executive and navigate ambiguity. You know how to find common ground with leadership and peers alike to build relationships. You are professional and eager to learn about the business, and collaborate with fellow EAs on impactful projects.
We believe you will be successful in this role if you have:
4+ years of Executive Assistant experience supporting a senior leader in the C-suite, preferably in the technology or banking industry
Experience coordinating board and audit committee meetings
Heavy calendar management and international travel coordination experience
Ability to effectively multitask and prioritize on a daily basis
Excellent written and verbal communication skills
Ability to commute to our SF office 3 days per week (required)
Salary
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:
$136,000.00 - $160,000.00 in San Francisco, CA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
Disclosures:
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Source: Carta careers (Greenhouse)