The Opportunity

We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.

The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.

The Role

Opto is opening its second permanent office location in the Los Angeles area. This is a unique opportunity to be the first business operations hire at this location and help build and staff this office from the ground up.  As a tech startup, we are looking for a scrappy, highly-motivated individual who can navigate ambiguity and execute quickly.  Together you will help us build our brand and our culture in this new market.

As the first operations hire in this location, your responsibilities will be highly varied and highly visible.  Starting with our office buildout, which is underway, you will help us coordinate all the vendors and activities to prepare us for a successful opening.  Once the office is open, you will play a key role in ensuring that we maintain a productive and engaging office environment by managing the day to day operations.  Meanwhile you will partner with engineering and product leadership in an executive assistant capacity to provide administrative support to these key functions.

 Expectations

• Provide high-level administrative support and assistance to engineering and product leadership
• Schedule meetings and manage calendars
• Arrange travel and accommodations
• Document expenses according to company procedures
• Perform clerical and administrative tasks as needed
• Promote a safe, clean, and productive work environment
• Greet and assist office visitors
• Set up and maintain vendor partnerships - food & bev, supplies, furniture, etc
• Ensure office space is secured when not in use
• Ensure office space maintains professional appearance
• Interface with building management as needed
• Ensure all compliant signage is posted appropriately.
• Assist the People and Talent team with various employee onboarding and offboarding duties.
• Assist with the coordination of any onsite interviews and help create a great candidate experience for anyone interviewing with Opto.
• Event coordination (team offsite planning etc)
• Performs other related duties as required

Qualifications

• 4-year bachelor degree (or equivalent work experience)
• 3+ years of relevant work experience
• Excellent, highly professional and personable verbal and written communication skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Comfort with ambiguity and the ability to execute in a fast-paced startup environment
• Ability to learn quickly and adapt to the needs of the job
• Ability to exercise discretion when dealing with sensitive data / situations
• Excellent communication skills and grace under pressure
• Experience assisting executives with email, calendars, travel, expenses
• Experience with event planning
• Prior tech startup experience preferred but not required

Compensation and Benefits

Opto Investments has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $100,000-$150,000 dependent on skills, experience and expected contribution. 

All full time employees at Opto Investments enjoy:

• Significant equity
• Health, dental, and vision
• Retirement savings plan (401k)
• Learning, Fitness & WFH stipends
• Paid Holidays, Including closing the week in between December 25th and January 1st