Senior Executive Assistant

Locus • Richmond, VA

2d • $57,000 - $67,000 • Hybrid

About The Position

The Senior Executive Assistant’s primary responsibilities will be to provide full administrative support to the Impact Investment Services (IIS) team. The Senior Executive Assistant reports directly to the VP of Corporate Governance and Administration. This full-time position will require occasional travel (as needed up to 25%).

Requirements

• A minimum of 5 years of proven experience in an executive administrative position is required.
• Exceptional organizational, decision-making, and record-keeping skills.
• Ability to self-start and meet deadlines with limited supervision and adapt to changing priorities.
• Effectively use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, and approaches to problems; translate high-level guidance into a goal-oriented action plan.
• Demonstrates the ability to set an independent schedule and execute work according to a plan, with a strong focus on results and overall effectiveness.
• Ability to manage concurrent events and projects of different sizes and types, and handle multiple responsibilities simultaneously.
• Ability to process high volumes of work with minimal or no errors.
• Verbal: Ability to communicate in a clear, comfortable, and confident manner with diverse internal and external stakeholders across multiple disciplines; communicate effectively in a way that supports teamwork, conveys insights to peers and managers in a concise manner, and proactively communicate with their manager about workload and priorities.
• Written: Demonstrated ability to write clear, organized, and accurate meeting minutes, emails, letters, and memos, which incorporate a range of information and analysis. Strong ability to clearly document processes and procedures.
• Active Listening: Give full attention to what others are saying and take time to understand the points being made, with the ability to receive coaching and feedback and adjust performance accordingly.
• Exceptional customer service skills required
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and Adobe is mandatory.
• Experience with Salesforce is required.
• Ability and willingness to learn new software applications and technologies required.
• Demonstrated web research skills.

Nice To Haves

• Preferred experience in community development, finance, impact investing, philanthropy, and/or mission-driven organizations.
• Experience, knowledge of, or interest in working with place-focused philanthropic institutions and impact investing funds preferred.
• Bachelor’s degree from a 4-year college or university, including business courses, preferred but not required for candidates with significant prior experience in similar roles.
• Experience working within a board portal is preferred.

Responsibilities

• Provide administrative support to the IIS team, including but not limited to calendar management, coordinating logistics for virtual online and in-person team meetings, organizing IIS hosted events and conferences, minute-taking, handling inquiries, scheduling, managing correspondence and meeting communications, and event planning as needed.
• Schedule, organize, collect & publish meeting documents for internal and external meetings, including agendas, pre-reading materials, and subject matter materials, as necessary.
• IIS calendar management, including screening, prioritizing, and scheduling meetings with internal staff, vendors, and key external relationships.
• Coordinate projects by supporting the planning, execution, and delivery of cross-functional initiatives, with a strong focus on content development and visual design.
• Creating/editing presentation materials using PowerPoint, Word documents, and general correspondence.
• Update and maintain contact/distribution information for key IIS stakeholders and clients.
• Maintain a logical, digital file structure for IIS documents and support team members in locating and saving documents.
• Assist in collecting documentation associated with prospects and new clients and transactions, to include transaction closings and client onboarding requirements such as Know Your Customer adoptions.
• Enter and update client, prospect, and opportunity data in Salesforce, ensuring records are accurate and organized.
• Assist in implementing Salesforce-related IIS data management and reporting processes as needed.
• Send out notices, reminders, reports, and other communications to clients and other stakeholders in support of investor relations, asset management, servicing, and other activities.
• Respond to general Locus inquiries and direct requests to the appropriate individual within Locus.
• Provide a high level of service to internal and external customers.
• Manage tasks autonomously to ensure timely completion.
• Conduct other activities as mutually agreed to by this individual and their manager.

Benefits

• $57,000-$67,000 annual salary, depending on skills and experience
• Annual bonus opportunity
• 18 days of PTO per year
• 13 paid holidays per year
• Medical, dental, vision, short- and long-term disability insurance
• Life Insurance
• Paid family leave options
• 401k savings plan with employer match
• Hybrid Remote (candidates within driving distance of the Richmond Locus office only)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees