Executive Assistant & Office Coordinator

Social Finance

Washington, DC

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JOB DETAILS

SALARY

SKILLS

Administrative Skills, Artificial Intelligence (AI), Best Practices, Blue Programming Language, Budgeting, Cadence, Calendar Management, Cellular Telephone, Communication Skills, Contact Management, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Detail Oriented, Distribution Management, Editing, Emergency Procedures, Equal Employment Opportunity (EEO), Establish Priorities, Event Management, Executive Assistant Skills , Expense Reports, Finance, Financial Management, Genetics, Government, HVAC, Health Economics, Identify Issues, Investment Management, Leadership, Logistics, Logistics Management, Mail Processing, Manage Agenda, Mentoring, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Product Family, Microsoft SharePoint, Microsoft Word, Military, Nonprofit, On Call, On Site Support, Onboarding, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Printers, Production Support, Property Management, Quality Management, Registered Investment Advisor (RIA), Research Skills, Safety Process, Security Protocols, Support Documentation, Team Building, Team Player, Teleconferencing, Time Management, Time Tracking, Travel Planning, Vendor/Supplier Management, Wireless Communications, Writing Skills

LOCATION

Washington, DC

POSTED

1 day ago

About Us

Social Finance is a national nonprofit and registered investment adviser (SF Advisors, 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 createthe 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

The Executive Assistant & Office Coordinator will provide administrative support to two teams: The Social Finance Institute, and the Finance team. Additionally, the Executive Assistant and Office Coordinator will provide executive assistance to multiple leadership team members, including the Managing Director & Head of The Social Finance Institute, Head of Policy for the Social Finance Institute and our Chief Financial Officer. They will also serve as the Office Coordinator for our Washington, D.C. office. This position is an excellent opportunity for someone who is excited and motivated to provide exceptional executive assistance to our kind and inspiring leaders, gain exposure to our field building work, and provide general office coordination for our D.C. office.

Responsibilities

Executive Assistance (75%)

Proactively manage executives' complex and evolving calendars by anticipating and resolving conflicts; maintaining a balanced daily and weekly cadence; and building in buffer time for meeting preparation, transit to and from external engagements, and debriefs, while appropriately prioritizing ad hoc requests against recurring commitments.
From the onset of the role, provide targeted support, including supporting the production and project management of straight forward, but high-quality materials (e.g., presentations and documents), supporting Institute team events (e.g., assisting with preparation and on-site logistics), and assisting Finance leadership with basic PowerPoint and materials development.
Provide confidential support for executives' email inboxes, including flagging urgent messages, organizing lower-priority correspondence, and preparing draft responses as needed.
Work with executives to ensure they are prepared for meetings by conducting research and gathering materials as needed.
Complete all administrative work on behalf of executives, including: monthly expense reports and biweekly time tracking; research and book complex travel itineraries; be on call to handle last-minute changes in travel and schedule as necessary.
Support executives in all aspects of Client Relationship Management (CRM) including tracking of contacts, recurring meeting planning, and any associated communications.
Support executives with basic tech troubleshooting and partner with IT to address and resolve higher-level technical issues.
Assist executives in generating and editing MS Office reports using MS Word and PowerPoint.
Once primary responsibilities above are established, grow portfolio by providing deeper support to the Institute and Finance teams based on team needs. For example, contribute to event planning and management, support the production and project management of high-quality documents and materials, or maintain and circulate agendas for recurring meetings.
Embrace AI as a tool to increase efficiency in supporting the executives.

Office Coordination (20%)

Manage building access, visitor security protocols, and incoming mail receipt, sorting, and distribution.
Manage distribution, tracking, and collection of keys/access cards in partnership with building management and the D.C. Office Head.
Communicate with building management (e.g., cleanliness, HVAC) and internal staff (e.g., HR, office head) to ensure office closures or interruptions are appropriately communicated.
Manage office supplies and snacks, including routine inventory, recurring orders, and periodic organizing projects (e.g., supply reorganization, refrigerator clean-outs, IT setup improvements).
Maintain local staff list, seating chart, and conference room/phone booth bookings; ensure meetings are properly set up.
Be present on-site at least 3 days per week, including the DC "anchor" days (Tuesdays & Wednesdays).
Coordinate bi-weekly catered lunches and support additional catered events and meetings.
Serve as primary troubleshooter for office technology (Wi-Fi, phones, TVs, printers, docking stations, etc.); partner with IT and local vendors on improvements and staff support.
Support planning and execution of team-building and special events, both local and virtual, in partnership with administrative staff across offices.
In partnership with the Talent Team and CFO, serve as on-site coordinator for safety and emergency procedures (e.g., evacuation protocols, office closures).
Coordinate with IT and HR on onboarding and offboarding logistics, including desk/equipment setup or return, building access provisioning or revocation, and new employee office tours.
Check in routinely with other Office Coordinators to share best practices and ensure consistent supplies, snacks, and office standards across offices.

Additional Administrative Team Responsibilities (5%)

As part of the overall administrative team, provide back-up support for fellow administrative staff (e.g., provide interim calendar management for executives) and as appropriate, assume a leadership role across administrative team priorities.
Contribute to broader administrative, operations, and IT duties as relevant

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 administrative assistant, at least 2+ years as EA to a senior-level executive
Bachelor's degree OR equivalent experience providing direct support to an executive
Exceptional attention to detail across all communications and deliverables
Excellent written and oral communication skills
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
Proficiency with Microsoft Office, Outlook, PowerPoint, SharePoint, and Microsoft Teams and/or 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 maintain a consistent and reliable in-person presence in the D.C. office at a minimum of 3 days per week, including Tuesdays & Wednesdays
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; access to Blue Cross Blue Shield Wellness Program "AHealthyMe Rewards" 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 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 Washington, D.C.
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 & Office Coordinator 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 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.

When submitting your resume below, please submit as a PDF. Thank you!

Executive Assistant & Office Coordinator

Social Finance

Washington, DC

About the Company

Social Finance

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