Executive Assistant to the President & COO

Social FinanceBoston, MA
Hybrid

About The Position

Social Finance is currently seeking an experienced Executive Assistant to provide direct support to our President & COO and typically one or more members of our Leadership Team. This opportunity is ideal for a mission-driven, highly organized professional who thrives in fast-paced environments and is passionate about using their strategic and operational skills to support leadership in the social impact space.

Requirements

  • 5+ years of professional experience, at least 3+ years as an Executive Assistant to one or more senior-level executives
  • Bachelor’s degree OR equivalent experience providing direct support to an executive
  • Demonstrated ability to prioritize tasks and manage and meet deadlines in a fast-paced environment; to work independently; to stay organized and poised under pressure
  • Exceptional attention to detail across all communications and deliverables maintained across a dynamic portfolio of responsibilities
  • Willingness and eagerness to learn about and engage deeply with a complex business and extensive set of professional relationships
  • Experience planning and coordinating events, including logistics, vendor management, attendee communications, and onsite support
  • Excellent written and oral communication skills
  • Proficiency with Microsoft Office, Outlook, SharePoint, and Teams; familiarity with CRM systems a plus
  • Highest commitment to ethics, integrity, and confidentiality – proven experience holding confidential information for an executive
  • Ability to anticipate and proactively address the needs of others
  • Flexibility in the face of a fast-paced organization whose administrative support needs may change over time
  • Ability to maintain a consistent and reliable in ‑ person presence in the Boston office at a minimum of 2-3 days per week
  • Flexibility and willingness to be present in the Boston office on a regular and occasionally ad hoc basis, consistent with the expectations we set for all our administrative professionals
  • Commitment to enhancing a team culture of inclusion, belonging and equity

Nice To Haves

  • Experience in or with the systems we seek to impact a plus

Responsibilities

  • Proactively manage executives’ complex and often evolving calendars by identifying and addressing scheduling conflicts, ensuring a balanced cadence to each day and week, allowing for buffer time to prepare for and debrief meetings; ensuring ad hoc meetings are properly prioritized against recurring ones
  • Provide confidential support for the President & COO’s email inbox, including flagging urgent messages, organizing lower ‑ priority correspondence, and preparing draft responses as needed
  • Complete all administrative work on behalf of the executives, including monthly expense reports; research and book travel itineraries; be on call to handle last-minute changes in travel and schedule as necessary
  • Support the President & COO in all aspects of Client Relationship Management (CRM) including tracking of contacts, recurring meeting planning, and attending meetings as necessary
  • Support executives with basic tech troubleshooting and partner with IT to address and resolve higher ‑ level technical issues
  • As part of the overall administrative team, provide back-up support for fellow administrative staff (e.g., staff reception occasionally, provide interim calendar management for executives); provide additional general support as needed (e.g., managing team-wide calendar of recurring management meetings and events, supporting office management, planning team-wide events and lunches, providing basic tech support)
  • As appropriate, identify additional area(s) of focus based on desired professional growth and organizational need (e.g., Knowledge Management, firm-wide Client Relationship Management, Office Management)

Benefits

  • Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more
  • Retirement savings plan with employer contribution
  • Short-term, long-term and life insurance policies
  • Commuter benefits and cell phone reimbursements
  • Hybrid work model (in-office 2-3 days per week and on an ad hoc basis as needed)
  • Dedicated budgets for team building and employee recognition
  • Annual budget for external professional development opportunities
  • Mentorship and onboarding programs
  • Collaborative and energizing workspace in downtown Boston, MA
  • Paid vacation and paid holidays (with 12/24-1/1 off every year)
  • Paid parental leave
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