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Answer phone-based fraud inquiries, analyze customer data across bank systems, document case outcomes, process claims, and deliver empathetic, accurate resolutions while following established procedures.
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Facet is a fast-growing fintech company revolutionizing personal finance. We’re building a future where everyone may enrich their lives beyond expectation through our powerful combination of cutting-edge technology and personalized guidance.
We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible.
Day-To-Day Responsibilities:
- Initiative Management and Cross-Functional Coordination
- Maintain initiatives across all functions/go-to-market for Facet
- Ensure programs are delivered on time by monitoring progress, flagging delays, and facilitating rapid issue resolution
- Stay one step ahead of the President & COO on all initiatives by anticipating needs and closing gaps by engaging with relevant stakeholders
- Program Management
- Oversee governance and prepare agendas for weekly initiative meetings ensuring alignment with business objectives and strategic goals
- Facilitate effective decision-making by coordinating the flow of information and ensuring timely communication between the President & COO and her leadership team
- Content Management
- Develop, edit, format, and proofread presentation decks
- Off-site and Event Planning
- Plan offsite and event programming for Facet including the development of agenda content and programming
- Oversee in-person event execution
- Organize various company-wide virtual events
- Calendar/Meeting Management
- Manage the President & COO’s personal and business calendars ensuring all meetings, events, and commitments are scheduled and aligned with strategic priorities
- Manage meetings across the President & COO’s leadership team and broader organization (ex. monthly All Team meetings)
- Manage team record-keeping and PTO requests for President & COO’s organization
- Travel Coordination & Expense Management
- Coordinate travel arrangements including flights, accommodations, and itineraries for in-person events and engagements
- Submit expense reports and manage department expenses
Requirements
- Bachelor's degree preferred, or equivalent experience.
- Minimum of 8-10 years of experience supporting C-level executives (COO/Operational executive preferred) in a fast-paced, high-growth environment, preferably within the fintech or technology sector.
- Travel required for offsites as needed (1-2 per month)
- Availability required during all business hours and as needed outside of standard hours.
- HIGHLY PREFERRED local to Fort Lauderdale/Miami
- Proven experience in managing complex business and personal calendars.
- Demonstrated ability to take accurate and comprehensive meeting notes and minutes.
- Exceptional organizational skills with a superior ability to manage multiple priorities, strong time management, meticulous attention to detail, and a highly organized approach to tasks and information.
- Strong project coordination skills, with experience managing timelines and deliverables.
- Outstanding written and verbal communication skills, with the ability to articulate information clearly, concisely, and professionally to diverse audiences.
- Advanced proficiency in Microsoft G-Suite (Sheets, Docs, Slides, etc) and experience with project management software (e.g., Salesforce, Gong). Ability to quickly learn and adapt to new technologies and systems.
- Demonstrated ability to handle highly sensitive and confidential information with the utmost discretion and integrity.
- Strong analytical and critical thinking skills with the ability to identify problems, propose solutions, and make sound decisions independently when appropriate.
- Ability to anticipate needs, prioritize effectively, and work independently with minimal supervision
- High emotional intelligence with the ability to build strong relationships, navigate diverse personalities, and maintain composure under pressure.
- A solid understanding of business operations and the financial services industry is a plus.
- Experience in a growth-stage company or a similar fast-paced, evolving environment preferred
Benefits
- $120,000 - $160,000 base salary + bonus + equity determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
- Flexible PTO
- All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
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