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Salary
$33k – $55k per year (Estimated)
Location
In office (Edinburgh)
Overview
Company
Impact
Profile match
Addepar is an American financial technology company founded in 2009 by early Palantir employees who found that wealthy families and their advisers had no reliable way to see all their assets in one place. Its platform aggregates holdings across custodians, private funds, property and operating businesses, then reports performance and exposure across the whole picture, which conventional portfolio systems built for listed securities cannot do. Headquartered in Mountain View and privately held, it serves registered investment advisers, family offices and private banks tracking trillions of dollars in assets.

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. 

The Role

As a Workplace Operations Assistant, you will handle and coordinate various administrative functions within the organisation. Your role will involve providing support to the Workplace Ops local team, ensuring efficient operations, and supporting the overall success of the organisation.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

  • Coordinate and support the day-to-day operations of the office.
  • Courier management (send/receive couriers as per the requirement)
  • Visitor management: support internal and external visitor requests.
  • Official documentation print/scan, filing.
  • Support in-office events, such as meetings, conferences, and other activities. 
  • Maintain inventory for office & pantry supplies (ordering, re-stocking)
  • Minor coordination with the building facility manager for repairs, fittings, problem resolution etc.
  • Vendor coordination when required.
  • Greeting and directing visitors and answering questions related to the workspace.
  • This role requires to be in the office 5 days a week (Monday to Friday)

Who You Are

  • A high school diploma.
  • Solid understanding of and experience with administrative and clerical procedures and systems.
  • Excellent communicator with a friendly and approachable demeanour
  • Proficiency with computers.
  • Familiarity with office equipment.
  • Excellent communication and interpersonal skills.

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

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