Executive Assistant to the President & COO

socialfinance; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

Social Finance is seeking an experienced Executive Assistant to provide direct support to our President & COO and leadership team. You will manage complex calendars, handle confidential email, coordinate travel, and assist with CRM and office operations.

The ideal candidate has 5+ years of executive support experience, a Bachelor's degree or equivalent, excellent communication, and the ability to thrive in a fast-paced mission-driven nonprofit environment.

Qualifications

• 5+ years of professional experience as an Executive Assistant to one or more senior executives
• Bachelor's degree OR equivalent experience providing direct support to an executive
• Ability to prioritize tasks and meet deadlines in a fast-paced environment; work independently and stay organized
• Exceptional attention to detail across all communications and deliverables
• Willingness to learn about and engage with a complex business and relationships
• Experience planning and coordinating events, including logistics and vendor management

Responsibilities

• Proactively manage executives' calendars and scheduling
• Provide confidential support for executive inbox and correspondence
• Prepare monthly expense reports and arrange travel itineraries
• Support CRM tracking and meeting planning for leadership
• Offer basic tech troubleshooting and collaborate with IT
• Provide backup support for administrative staff and office management

Skills

Executive support

Calendar management

Interpersonal skills

Attention to detail

Event planning

Communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Outlook

SharePoint

Teams

CRM systems

Job description

About Us 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