Apply on Employer Site

Locus · 7 hours ago

Senior Executive Assistant

Richmond,VA,US

Full-time

Hybrid

Mid, Senior Level

$57K/yr - $67K/yr

5+ years exp

Locus is a nonprofit organization focused on community development and equitable access to capital. They are seeking a Senior Executive Assistant to provide full administrative support to the Impact Investment Services team, ensuring efficient operations and effective communication within the organization.

CommunitiesFinancial Services

Responsibilities

Provide administrative support to the IIS team, including but not limited to calendar management, coordinating logistics for virtual online and in-person team meetings, organizing IIS hosted events and conferences, minute-taking, handling inquiries, scheduling, managing correspondence and meeting communications, and event planning as needed

Schedule, organize, collect & publish meeting documents for internal and external meetings, including agendas, pre-reading materials, and subject matter materials, as necessary

IIS calendar management, including screening, prioritizing, and scheduling meetings with internal staff, vendors, and key external relationships

Coordinate projects by supporting the planning, execution, and delivery of cross-functional initiatives, with a strong focus on content development and visual design

Creating/editing presentation materials using PowerPoint, Word documents, and general correspondence

Update and maintain contact/distribution information for key IIS stakeholders and clients

Maintain a logical, digital file structure for IIS documents and support team members in locating and saving documents

Assist in collecting documentation associated with prospects and new clients and transactions, to include transaction closings and client onboarding requirements such as Know Your Customer adoptions

Enter and update client, prospect, and opportunity data in Salesforce, ensuring records are accurate and organized. Assist in implementing Salesforce-related IIS data management and reporting processes as needed

Send out notices, reminders, reports, and other communications to clients and other stakeholders in support of investor relations, asset management, servicing, and other activities

Respond to general Locus inquiries and direct requests to the appropriate individual within Locus

Provide a high level of service to internal and external customers

Manage tasks autonomously to ensure timely completion

Conduct other activities as mutually agreed to by this individual and their manager

Qualification

Executive administrative experienceMicrosoft Office SuiteSalesforceOrganizational skillsCommunication skillsCustomer service skillsEvent planningWeb research skills

Required

A minimum of 5 years of proven experience in an executive administrative position is required

Exceptional organizational, decision-making, and record-keeping skills

Ability to self-start and meet deadlines with limited supervision and adapt to changing priorities

Effectively use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, and approaches to problems; translate high-level guidance into a goal-oriented action plan

Demonstrates the ability to set an independent schedule and execute work according to a plan, with a strong focus on results and overall effectiveness

Ability to manage concurrent events and projects of different sizes and types, and handle multiple responsibilities simultaneously

Ability to process high volumes of work with minimal or no errors

Verbal: Ability to communicate in a clear, comfortable, and confident manner with diverse internal and external stakeholders across multiple disciplines; communicate effectively in a way that supports teamwork, conveys insights to peers and managers in a concise manner, and proactively communicate with their manager about workload and priorities

Written: Demonstrated ability to write clear, organized, and accurate meeting minutes, emails, letters, and memos, which incorporate a range of information and analysis. Strong ability to clearly document processes and procedures

Active Listening: Give full attention to what others are saying and take time to understand the points being made, with the ability to receive coaching and feedback and adjust performance accordingly

Exceptional customer service skills required

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and Adobe is mandatory

Experience with Salesforce is required

Ability and willingness to learn new software applications and technologies required

Demonstrated web research skills

Preferred

Preferred experience in community development, finance, impact investing, philanthropy, and/or mission-driven organizations

Experience, knowledge of, or interest in working with place-focused philanthropic institutions and impact investing funds preferred

Bachelor's degree from a 4-year college or university, including business courses, preferred but not required for candidates with significant prior experience in similar roles

Experience working within a board portal is preferred

Benefits

Annual bonus opportunity

18 days of PTO per year

13 paid holidays per year

Medical, dental, vision, short- and long-term disability insurance

Life Insurance

Paid family leave options

401k savings plan with employer match

Hybrid Remote (candidates within driving distance of the Richmond Locus office only)

Company

Locus

Glassdoor3.5

We create equitable access to capital by developing community partnerships and innovative tools that tackle systemic challenges and advance promising opportunities.

Founded in 2006

Christiansburg, Virginia, USA

51-200 employees