Executive Assistant to the CEO

New York City

Who we are

We're a small team that believes providing access to better financial insights and tools improves people’s lives, so we’re taking money matters into our own hands.

Our product is a personal finance management app for iOS and Mac that people actually love using. Copilot takes advantage of machine learning to deliver powerful, hyper-personalized finance data insights to help users effortlessly understand and manage their spending, budgeting, and investing. We also use crowdsourced feedback to continuously improve the experience.

Apple recently named us as a finalist for the 2024 Apple Design Awards, and has named Copilot one of the best finance apps in the App Store. And we're only getting started!

The Position

We’re looking for a highly proactive and detail-oriented Executive Assistant to support our CEO and help maximize their effectiveness across all areas of the business. In this role, you’ll manage day-to-day priorities, ensure seamless scheduling and communication, and serve as a trusted partner in keeping the CEO focused on high-impact initiatives. You’ll play a key role in maintaining alignment with strategic goals, acting as a gatekeeper, liaison, and force multiplier for the CEO.

This is a hybrid role based in NYC—our team works from the Brooklyn office on Tuesdays and Thursdays, with the option to work remotely the rest of the week. That said, we’re looking for someone who’s flexible and open to coming in more frequently as needed, especially to support the CEO or key in-person moments. The office is always available if you’d like to make use of it more often.

Your Responsibilities

• Serve as the primary support to the CEO while collaborating with teams across the company.
• Proactively and strategically manage the CEO's calendar, ensuring alignment with priorities and schedule.
• Oversee and organize the CEO’s email inbox, flagging key communications and ensuring timely follow-ups.
• Coordinate communication with internal teams, investors, external partners, and other stakeholders.
• Track key tasks and projects, sending reminders and ensuring timely completion.
• Own logistics for travel, meetings, and events with clear and detailed itineraries.
• Lead or support special projects such as offsites, user events, investor touchpoints, and ad hoc operations work.
• Support the smooth running of the office, including light administrative and facilities-related tasks as needed.
• Provide occasional personal support with a flexible and solutions-oriented mindset.
  
  

Required Qualifications

• 3-4 years of experience as an Executive Assistant supporting C-level executives, ideally in a high-growth or startup environment.
• A proactive mindset: you anticipate needs, solve problems before they arise, and bring order to chaos.
• Exceptional organization and follow-through – you take initiative and execute quickly without dropping details.
• Trusted to handle confidential information and sensitive communications with discretion.
• Excellent communication skills, both written and verbal, with a polished and professional tone.
• A team player who’s adaptable, eager to help, and comfortable working in ambiguous, fast-paced environments.
• Tech-savvy and comfortable using tools like Google Workspace, Slack, Notion, and more.
  
  

Why should you work with us?

• A product people love: Copilot users are extremely engaged with the app and are sharing it with their friends and family.
• A team that cares: We’re a bunch of geeks who care about data quality and good coffee. We go the extra mile when it comes to making our users happy (and making an excellent pour-over).
• Significant impact: We are currently a small, twenty-five-person team with big ambitions. Our team has previous experience at companies like Google and Apple.
• Multicultural team: We’re based in NYC 🇺🇸 and in Santiago, Chile 🇨🇱.
• Great company culture: You’ll work with a highly collaborative team that’s always learning and ready to help each other out.
  
  

Compensation And Benefits

• The expected salary range for this role is $85,000 - $105,000. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity.
• Equity in the company
• Health, Dental & Vision Insurance (company pays 100% premium for employee)
• 401k matching up to 4%
• Home Office Setup, and monthly Internet reimbursement (up to $80/month)
• Wellness Reimbursement ($100/month)
• 4 weeks of PTO. After 2 years in the company you get 5 extra vacation days, and 5 more after 4 years.
• Annual company retreats, the last one was in Chile 🇨🇱
• Annual week-long rotations between the US and Chile.
  
  

At Copilot Money, we believe that diverse teams build better products. We strongly encourage applications from individuals of all backgrounds, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Join us in our mission to help the world stress less about money and create financial clarity for all!