Executive Assistant to the CEO

The Opportunity

Social Finance seeks an experienced Executive Assistant to provide direct support to our inspiring CEO and co-Founder Tracy Palandjian. This position is an excellent opportunity ensure a highly reputed leader is well-supported while contributing to practices that drive social change, and join a fun and energetic team!

Responsibilities

• Proactively manage the CEO’s calendar, 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 management of email inbox, calls, and mail – help to flag important communication, draft emails, prioritize and ensure responses
• Work with the CEO to ensure she is prepared for meetings by conducting research and gathering materials as needed
• Complete all administrative work on behalf of the CEO, including: monthly expense reports and biweekly time tracking; research and book complex travel itineraries; be on call to handle last-minute changes in travel as necessary
• Manage all administrative processes related to the Board of Directors; manage calendaring, logistics, and management for all board meetings and events; support board member relations and communications
• Support the CEO in all aspects of Client Relationship Management (CRM) including tracking of contacts, recurring meeting planning, and any associated communications
• Partner and meet regularly with the Strategy and Communications teams to support work of the CEO;
• 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), support onboarding and coaching of administrative assistant and, as appropriate, assume a leadership role across administrative team priorities
• As appropriate identify additional area(s) of focus based on desired professional growth and firm need (e.g., Knowledge Management, firm-wide Client Relationship Management, Office Management)

Qualifications

We seek a highly motivated candidate who is committed both to providing administrative support and to fulfilling our mission and vision.

• 5+ years of experience as an assistant, at least 2+ years as EA to a CEO or another senior-level executive
• Bachelor’s degree OR equivalent experience providing direct support to an executive
• Excellent written and oral communication skills
• Proficiency with Microsoft Office, Google Suite, and Zoom; 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
• Demonstrated ability to prioritize tasks and meet deadlines; to work independently; to stay organized and poised under pressure
• Flexibility in the face of a fast-paced organization whose administrative support needs may change over time
• Ability to work out of Boston office on a regular basis
• Commitment to enhancing a team culture of inclusion, belonging and equity
• Experience in or with the systems we seek to impact a plus

Benefits

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 three days per week, work from home two 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 workspaces in downtown Boston, San Francisco, Austin, Washington, D.C., and New York, NY
• 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

Salary

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, at the Executive Assistant level, 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 receive an automatic $2,500 adjustment annually and a bonus of 5-10%.