Assistant Jobs

About The Position

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