Executive Assistant

Company Overview

A well-regarded nonprofit community development financial institution dedicated to fostering equitable opportunities by mobilizing capital to underserved areas through initiatives in affordable housing, education, and health. The organization is recognized for its commitment to social impact and a collaborative working environment.

Position Summary

The Executive Assistant role supports the CEO by providing comprehensive administrative assistance and ensures seamless operation within the Office of the CEO. Responsibilities include managing a demanding schedule, communications, travel arrangements, and special projects, while also supporting activities of the executive team and interactions with the board.

Primary Responsibilities

• Act as the main point of contact and gatekeeper for internal and external stakeholders, coordinating closely with the CEO when necessary
• Organize and maintain a complex calendar encompassing calls, virtual meetings, and face-to-face appointments
• Keep CEO contacts and official files organized through Outlook and SharePoint systems
• Prepare briefing materials and keep the CEO updated on upcoming obligations
• Monitor tasks and deliverables associated with CEO meetings and follow-ups utilizing Asana
• Coordinate frequent travel plans including transportation and accommodation arrangements
• Manage scheduling and material coordination for semiweekly executive team meetings
• Compose correspondence and emails on behalf of the CEO
• Undertake special projects such as conducting research, performing analyses, document formatting, and offering recommendations
• Develop PowerPoint presentations as required
• Prepare and oversee the Office of the CEO’s annual department budget
• Initiate contracts through Salesforce and manage consultant and vendor payments
• Offer operational and logistical assistance for executive team activities
• Organize agenda documents for executive discussions and ensure action item follow-up
• Facilitate communication across departments regarding executive initiatives
• Identify process improvements to enhance efficiency and reduce redundancy
• Support diversity efforts by prioritizing women and minority-owned vendors where feasible
• Perform additional duties as assigned

Required Qualifications and Skills

• At least 10 years of experience supporting C-level executives, with recent background assisting a CEO
• Experience within nonprofit organizations
• Experience liaising professionally with board members
• Exceptional project management skills and ability to work autonomously in a fast-paced environment
• Strong interpersonal skills and sound judgment aligned with organizational culture
• Advanced skills in Microsoft Teams, Outlook, Word, and PowerPoint; competent in Excel, Asana, Zoom; familiarity with Salesforce and Concur
• Experience utilizing AI tools, especially Microsoft Copilot
• Excellent written and verbal communication skills

Preferred Qualifications

• Background in financial services industry
• Exposure to community development
• Capability to manage complex logistics and multitask effectively
• Experience organizing executive-level meetings and handling confidential data

Education Requirements

A bachelor's degree or equivalent relevant experience is essential.