Executive Assistant to the President

Social Finance; Boston (MA); Hybrid; USD 88,000 - 108,000; Full time

Benefits offered by this job

Hybrid work model

Paid vacation and holidays

Health, dental and vision

401(k) retirement plan

Downtown Boston office

Job summary

Social Finance in Boston is looking for an experienced Executive Assistant to provide direct support to our President & COO and leadership team. You will manage complex calendars, flag urgent messages, and coordinate travel with discretion and efficiency.

Responsibilities include confidential inbox management, expense reporting, CRM tracking, event planning, and back-up support for the administrative staff.

Qualifications

• 5+ years of professional experience, including 3+ years as an Executive Assistant to senior executives
• Bachelor’s degree OR equivalent experience providing executive support
• Ability to prioritize tasks and manage deadlines in a fast-paced environment
• Exceptionally detail-oriented across communications and deliverables
• Strong interest in learning about a complex business and professional relationships
• Experience planning events, vendor management, and onsite support
• Excellent written and oral communication skills
• Familiarity with CRM systems is a plus
• Proven confidentiality and ethics in handling sensitive information
• Ability to work in Boston 2-3 days per week in‑person

Responsibilities

• Proactively manage executives’ calendars with conflicts and buffer time
• Provide confidential inbox management for the President & COO
• Complete administrative tasks including monthly expense reports and travel itineraries
• Support CRM tracking, recurring meetings, and attendance at meetings
• Assist with basic tech troubleshooting and coordinate IT support
• Provide back-up support for administrative staff and team events
• Support knowledge management and office management initiatives

Skills

Executive support

Calendar management

CRM systems

Event planning

Communication

Office suite

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Outlook

SharePoint

Teams

Job description

Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $500 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing.

We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.

Our work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach.

The Opportunity

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.

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)

Qualifications

Social Finance is seeking a dynamic individual with strong interpersonal and problem‑solving skills. Qualifications and requirements include:

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

At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include:

• 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
• 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
• A truly stellar team of high performing, values‑driven and fun (!) professionals

Social Finance uses a lockstep compensation model for purposes of equity and transparency - we strive for everyone coming in at a given level to be paid equitably. For this position, the starting base salary is $98,000, however, during the interview process, we will take into account a candidate's full work experience and may adjust the job title, and commensurate starting salary, as appropriate. At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program. Bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance.

Review of applications will begin immediately. No phone calls, please.

Applicants must be permanently authorized to work in the United States on a full‑time basis.

Please note that, at this time, 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.

Social Finance, Inc. is an equal opportunity employer, and all qualified applicants will be afforded equal employment opportunities without discrimination because of actual or perceived race, color, national origin, sex, age, religion, creed, disability, marital status, citizenship, ancestry, personal appearance, sexual orientation, gender identity or expression, political affiliation, military status, status as a protected veteran, genetic information or any other legally protected status.

Social Finance is committed to providing an accessible and supportive work environment to ensure individuals are able to contribute at their best. We will discuss and provide reasonable accommodations to those in the recruiting process who need them.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.