Executive Administrator & Office Manager
Helix by HL
WHO WE ARE
TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. Other differentiators include:
- Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
- Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
- Strategic Partners: Partners include J.P. Morgan, Franklin Templeton, Morningstar, Broadridge, Hamilton Lane, Motive Partners and SEI.
- World-Class Team: Complimentary financial services & technical expertise from Google, Microsoft, Uber, PayPal, eBay, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.
ROLE OVERVIEW
We are seeking a highly capable Executive Administrator & Office Manager to support senior leadership and own the day-to-day operations, growth, and culture of our Charlotte office. This is a high-trust, high-autonomy role for a proactive utility player who enjoys operating at both the strategic and tactical levels. The Charlotte office is small today but growing. This role is ideal for someone who is energized by building structure, improving how things work, and creating a workplace people genuinely enjoy being part of — while also rolling up their sleeves to ensure the basics are always handled.
WHAT YOU'LL DO
- Own the day-to-day operations and logistics of the Charlotte office (e.g. supplies, groceries, mail, deliveries, parking, vendor relationships, team events) and proactively identify opportunities to improve how the office functions and evolves over time
- Serve as a visible, dependable presence in the office — someone employees trust to make things work
- Support two senior executives, managing complex calendars and competing priorities, acting as a gatekeeper and thought partner on time management, meeting prioritization, and workflow efficiency and proactively identifying conflicts and problems before they escalate
WHAT YOU'LL BRING
- 5+ years of experience as an executive assistant or administrator, including experience managing complex calendars for multiple executives
- Exceptional organizational and time-management skills with immaculate attention to detail
- Highly self-directed with the ability to prioritize effectively and operate independently in a high-velocity environment
- Creative problem-solver who uses tact and professionalism when handling scheduling requests, communications, and competing stakeholder needs
- Coachable, curious, and eager to solve problems using AI and automation tools
- Based in the Charlotte area and willing to be in the office five days per week
COMPENSATION
$100,000 – $120,000
In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
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