Executive Assistant & Office Coordinator

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 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 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.

C. office. 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. , 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.