Sr. Executive Assistant

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22+ million end customers.  

 At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees. 

Together we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit results empathy accountability and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026 2025 2024 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

The Senior Executive Assistant to the Commercial Organization (sales business development communications and marketing) is well-organized detail-oriented flexible and possesses superior verbal and written communication skills. This position requires a highly organized proactive and resourceful individual who can manage multiple tasks and projects with a high degree of professionalism and confidentiality. The Senior Executive Assistant will serve as a key liaison between the executive and internal/external stakeholders. The ideal candidate must be detail-oriented well-organized flexible and have strong verbal and written communication skills. The ideal candidate will be experienced in calendar management executive travel event planning and Microsoft 365 suite.

Key Responsibilities:

• Calendar Management: Maintain and oversee executive(s) calendars ensuring efficient scheduling and organization of meetings appointments and events.

• Travel Coordination: Plan and coordinate comprehensive travel arrangements including flights accommodations ground transportation and detailed itineraries. Manage travel disruptions and provide real-time support.

• Communication Management: Manage incoming and outgoing communications including handling calls emails and other forms of electronic communication ensuring concise and professional exchanges.

• Expense Reporting: Handle the processing and management of expense reports with attention to accuracy and timeliness.

• Event Planning: Assist in the planning and execution of corporate events providing support in logistical arrangements and execution.

• Research and Reporting: Conduct light research tasks and prepare reports as required to support executive decision-making.

• Priority Management: Assist the executive in establishing priorities managing time effectively to ensure focus on critical tasks.

• Project Management: Lead special projects from inception through completion coordinating cross-functional teams and ensuring deliverables meet deadlines.

Education and Experience:

• High School Diploma or GED required; Associate's degree in Business Administration Communications or a related field preferred.

• 5+ years of experience as an executive assistant or in a similar administrative role preferably supporting senior executives.

• Strong high volume multi-calendar management experience required

• Advanced proficiency Microsoft 365 Suite including Outlook TeamsWord Excel and PowerPoint

• Experience with project management tools (Monday.com or similar) preferred

Preferred Qualifications:

• Experience in handling sensitive and confidential information with a high degree of integrity.

• Proven ability to adapt to changing schedules and working conditions.

• Exceptional multitasking and organizational skills able to prioritize effectively.

• Experience in corporate event planning and coordination.

• Prior experience utilizing AI to automate tasks and work activities.

• Experience in fintech banking or financial services environment .

• Understanding of financial services regulations and compliance requirements.

• Demonstrated ability to work effectively in a high-growth technology environment.

Knowledge Skills and Abilities:

• Communication: Excellent verbal and written communication abilities.

• Organizational Skills: Highly organized with acute attention to detail and superior follow-through capabilities.

• Discretion: Ability to handle sensitive information with integrity and confidentiality.

• Adaptability: Flexible in managing changing priorities and able to work effectively under pressure.

• Team Collaboration: Eager to collaborate with team members and contribute positively to enhancing administrative standards

​Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits including healthcare benefits (medical dental and vision EAP) competitive PTO 401k match parental leave and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge skills experience and office location.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

What We Do

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch scale and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading wealth management cost basis tax reporting and through its subsidiary Apex Clearing™ custody and clearing. For more information visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.

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