Swell Investing is on a mission to help every person make an impact while investing in their financial future. As a key member of the Swell team, you will help us build a creative workplace and manage the day to day office operations of Swell. You’ll work with a team of world-class designers, developers and innovators in the coolest office in Santa Monica.

We are looking for a self-starter with a can-do attitude who is organized, efficient, and reliable. Experience at a startup where you had direct responsibility for implementing operational processes is a plus. The person has excellent communication and people skills and maturity in handling business and confidential situations.

The person in this role will:

• Take ownership of Swell office operations - exercising discretion to ensure our office of 50 Swellies runs smoothly on a daily basis.

• Provide lean thinking approaches to reduce spend

• Manage facility needs including coordinating meeting spaces, scheduling daily catering and services, ordering equipment, supplies, and materials as needed.

• Coordinate meetings or events by arranging for facilities, catering, issuing invitations, and controlling an event budget

• Work closely with Swell leadership and Operations Management

• Be hungry to work with a team of talented colleagues and grow with the company by helping wherever needed.

• Lead planning and set-up for events hosted in our office

• Handle routine requests like picking up copies, distributing mail, and occasionally booking travel

• Consistently meet deadlines with minimal supervision

• Support the strategy team with periodic evening and weekend business events at Swell

• Support the strategy team in local outreach for partnerships

• Support the operations team with occasional bookkeeping and administrative tasks related to office lease

• Be available to support leadership with preparation for, and at times attend, important meetings which may require travel or work outside normal working hours

• Support product team in Sprints to phone screen interviewees for research, facilitate day

• Be the first point of contact when welcoming visitors to the Swell offices

• of interviews and synthesize/document interview feedback

The ideal candidate:

• Has a proven track record of exercising sound judgement when working independently

• Has a growth mindset and and a desire to stretch to new roles/capabilities

• Is Naturally detail oriented, with an obsessive need to document and communicate findings

• Has a conscientious approach and desire to always meet the highest of standards

• High-energy, team-first, positive attitude: Must be motivated to work hard in a fast-paced environment

• Has experience with Slack, Google Suite, and Concur and generally is resourceful & adaptable to embracing new technology

• Is an awesome written and verbal communicator. Friendly, upbeat and creative.

• Leads with empathy, integrity, and an openness to learning – a person who welcomes candid feedback, and can constructively give it as well. We are building an amazing product and culture, so your attitude is just as important as your resume.

• Thrives in an entrepreneurial environment, blending creativity, community building, and consumer empathy.

• Financial fluency and a curiosity for social impact investing a plus.

• Local (LA and surrounding area) knowledge and network is a plus.

• A process mindset to creating and maintaining organization and efficiency is a plus.

Please include your resume, cover letter, and answers to the Pop Quiz in your application materials.

Pop Quiz

• How have you ensured the adoption of a new procedure or policy throughout a team or an organization?

• How do you create culture?

• What creative activities have you done that have created impact in your previous roles

Tags:

Office Manager, Financial Services, Executive Assistant, Impact Investing, Office Concierge, Office Experience, Operations Manager, Administrative Assistant