Executive Assistant

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About the role

The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page . The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As an Executive Assistant, you’ll work to: • Proactively and accurately manage heavy calendars for the CFO and assist the broader G&A team with complex scheduling as needed, including coordination of audit committee meetings • Triage and reply to emails, Google comments, Slack channels; manage CFO’s inbox and ensure timely follow-ups • Coordinate speaking engagements and conferences for the CFO, ensuring all logistics, travel, and briefing materials are managed smoothly • Manage international travel, including visa requirements and detailed itineraries • Provide end of day briefings to the CFO to prepare for the next day’s priorities • Track key meetings, external events, and conferences to provide the CFO with internal visibility and ensure all details and logistics are seamlessly managed • Plan and execute team meetings, events and offsites; including the coordination of agendas and materials, budgets, logistics, hospitality and more • Approve expenses, travel and time off requests for your Executive’s direct reports • Maintain a pulse on the sentiment of the organization serving as a liaison between your Executive and their team • Contribute to projects on the Executive Assistant team The Team You'll Work With We are looking for an Executive Assistant (EA) to join our team and support our Chief Financial Officer and SVP of Finance. This person will report to an EA Manager and work closely with our EA team, the Finance team, and the broader leadership team at Carta. Carta’s EA team is small and wears many hats. We work autonomously for our executives—handling scheduling, meeting preparation, travel, expenses, and projects—while also collaborating as a team on broader initiatives such as events, offsites, hiring, training, and best practices. We operate within a hybrid model, with team members based in offices across New York, Sandy, and San Francisco. About You You are a roll-up-your-sleeves, “get in the weeds,” individual that has experience supporting senior leaders in a fast paced startup environment. You are incredibly detail oriented , thoughtful, strategic, and proactive. You can block and tackle for your Executive and navigate ambiguity. You know how to find common ground with leadership and peers alike to build relationships. You are professional and eager to learn about the business, and collaborate with fellow EAs on impactful projects. We believe you will be successful in this role if you have: • 4+ years of Executive Assistant experience supporting a senior leader in the C-suite, preferably in the technology or banking industry • Experience coordinating board and audit committee meetings • Heavy calendar management and international travel coordination experience • Ability to effectively multitask and prioritize on a daily basis • Excellent written and

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