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 1,000 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 3