Social Finance · 2 months ago
Executive Assistant to Chief Executive Officer
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $98K/yr
5+ years expSocial Finance is currently seeking an experienced Executive Assistant to provide direct support to their CEO, Tracy Palandjian. The role involves managing the CEO's calendar, supporting communications, and overseeing administrative processes related to the Board of Directors.
FinanceFinancial ServicesNon Profit
Hiring Manager
Ryan MacDonald
Responsibilities
Proactively manage the CEO’s complex and often evolving calendar by 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 support of email inbox - help to flag important / urgent messages, maintain and organize lower importance messages, and tee up drafts as necessary
Complete all administrative work on behalf of the CEO, including: monthly expense reports; research and book complex travel itineraries; be on call to handle last-minute changes in travel and schedule as necessary
Manage administrative processes related to the Board of Directors; support 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 sitting in on meetings as necessary
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)
As appropriate identify additional area(s) of focus based on desired professional growth and organizational need (e.g., Knowledge Management, firm-wide Client Relationship Management, Office Management)
Qualification
Required
5+ years of professional experience, at least 3+ years as an Executive Assistant to a CEO or another senior-level executive
Bachelor's degree OR equivalent experience providing direct support to an executive
Exceptional attention to detail across all communications and deliverables
Willingness and eagerness to learn about and engage deeply with a complex business and extensive set of professional relationships
Excellent written and oral communication skills
Proficiency with Microsoft Office, Outlook, SharePoint, and Teams; 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
Flexibility and willingness to be present in the Boston office on a regular and occasionally ad hoc basis, consistent with the expectations we set for all of our Administrative professionals
Commitment to enhancing a team culture of inclusion, belonging and equity
Preferred
Experience in or with the systems we seek to impact a plus
Benefits
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 a minimum of 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 workspace in downtown Boston, MA
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
Company
Social Finance
Social Finance focuses on mobilizing capital to drive social progress.
51-200 employees
H1B Sponsorship
Social Finance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Growth StageTotal Funding
$13.55MKey Investors
WSFS CARES FoundationGitLab Foundation
2025-10-30Grant· $0.05M
2025-01-30Grant
2014-01-02Series Unknown· $13.5M
Leadership Team
Tracy Palandjian
CEO and Co-Founder
Kirstin Hill
President & COO
Recent News
The Motley Fool
2025-10-21
2025-10-17
Company data provided by crunchbase