Executive Assistant to the President & COO

Social Finance•Boston, MA

9h•Hybrid

About The Position

Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC) that collaborates with public, private, and social sectors to forge partnerships and investments that demonstrably improve lives. Since its inception in 2011, the organization has facilitated over $500 million in investments aimed at enhancing outcomes in workforce and economic mobility, health, and housing. Social Finance operates under the core belief that social and economic systems should empower all individuals to thrive, and that governments and markets working in tandem can generate the most significant and measurable societal change. The organization is founded on five key values: people, performance, integrity, collaboration, and inclusion. Its work is structured across four domains: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. The Impact-first Investment team focuses on creating and managing investments that offer solutions for deploying impact capital effectively across various social outcomes. The Workforce and Education Investments team develops and manages financial solutions to address workforce challenges, including access to skills training. The Advisory team collaborates with government and philanthropy leaders to implement data-driven programs for social impact advancement. The Social Finance Institute is dedicated to advancing the field and transforming systems through research, communities of practice, and educational outreach.

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
Applicants must be permanently authorized to work in the United States on a full-time basis.
to be in-person at a Social Finance office, client location or Social Finance-sponsored event, you must be fully vaccinated against COVID-19, including receiving a booster shot.

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