RSF Social Finance seeks to revolutionize how people relate to and work with money. We’re a financial services organization that has formed a growing community of motivated, values-driven investors, donors, and entrepreneurs. Together, we are committed to transforming an unjust and extractive economy to one that brings healing and regeneration.

RSF envisions an economy rooted in equity, healing, and interconnectedness.

Our mission is to catalyze transformation by circulating capital to social enterprises for a more just, regenerative, and compassionate world. We value Trust, Courage, and Collaboration.

Social finance uses financial resources in service to innovative, values-driven economic initiatives. The focus is on building direct relationships between the transaction participants so they may understand and work together to meet everyone’s needs.

For over 38 years, RSF has focused on relationships over transactions, integration over fragmentation, and mutual support over competition. When you join RSF, you become part of a highly engaged team that lives these values with each other and their clients.

We are growing to meet the needs of our community! We are looking for staff who are ready for a career with a mission-driven organization, want to be valued, have diverse experience and skills, and want to have fun! If this sounds like you, we would love to have you join our team!

POSITION OVERVIEW

Reporting directly to the CEO, the Executive Assistant provides executive support to the CEO and RSF executive team. The Executive Assistant serves as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO. The Executive Assistant also serves as a liaison to the board of directors; organizes and coordinates outreach and external relations efforts; and oversees special projects.

The Executive Assistant must be detail-oriented, creative and enjoy working within a small entrepreneurial environment that is mission-driven and results oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Executive Assistant will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.

PRIMARY RESPONSIBILITIES:

Executive Assistant Duties (80%)

  • Enhance the CEO’s effectiveness by providing information; conducting research; preparing memos, letters, policies and procedures
  • Manage incoming and outgoing electronic communications on behalf of CEO as requested
  • Answer RSF’s general phone line and direct traffic to executives and others as needed. Sort and triage incoming snail mail to office location
  • Arrange travel schedule and make reservations for CEO and other Executive Team members or Board of Directors members as requested
  • Coordinate and set the CEO’s appointments – monitor and organize lists of follow-up and to-do items
  • Serve as the point of contact between the CEO and clients, employees, community members, and other stakeholders and collaborators
  • Independently assess issues and creatively troubleshoot malfunctions to increase organizational effectiveness
  • Create and manage a centralized Calendar system to optimize schedules of leadership within the organization
  • Create agendas and goals for meetings and projects led by the CEO and that may involve all departments across the organization
  • Plan and coordinate the agendas for all-staff meetings, and serve as a contact point for scheduling of executive leadership team meetings, as well as scheduling inter-organization groups and events
  • Use Word, Excel, and PowerPoint software. Type, transcribe, design and/or prepare reports, correspondence, memos, charts, tables, graphs, business plans and other documents
  • Take, transcribe, and file minutes for meetings as assigned
  • Update, monitor and issue reminders for delegated tasks
  • Compile and submit expense reports
  • Proofread and re-write various documents and reports
  • Other duties as assigned

Board of Director Liaison Duties (20%)

  • Oversee and compile aspects of RSF Board of Trustees and SIF Board of Directors Meetings, Board Committee Meetings and Strategic Planning Meetings, including contact and scheduling with Board Members, compilation of Board materials and oversight and filing of Board Documents.
  • Assist with the planning of Board meeting or retreat agendas and lead the logistics for the meeting dates
  • Liaise with Board committee members and meetings to ensure that deadlines are met and projects stay on schedule.
  • Other duties as assigned

QUALIFICATIONS & REQUIRED SKILLS:

  • At least two years proven work experience as an entry level Executive Assistant or similar role
  • Broad knowledge and skill with varying office procedures with an eye towards process improvement
  • Solid experience with office management systems, including the MS Office suite and various other technology tools
  • Ability to work autonomously efficiently and effectively
  • Excellent organizational skills with an ability to think proactively and prioritize work; flexibility to juggle multiple priorities at once
  • Familiarity with online calendars and cloud systems
  • Strong people skills; ability to work with diverse constituents
  • Excellent customer service skills
  • Ability to multi-task and maintain accurate records in varying systems
  • Excellent verbal and written communication skills
  • Experience exercising discretion and confidentiality with sensitive organization information
  • Ability to learn new concepts and systems quickly and efficiently
  • Must be able to work remotely during RSF’s Pacific Standard Time work hours
  • Must be available to occasionally work outside of regular office hours when needed
  • Required residence in the Bay Area, and ability to work at the office in downtown San Francisco at least 60% time.

RSF Social Finance is a proud equal opportunity employer supporting workforce diversity; candidates representing a variety of backgrounds are encouraged to apply.

BENEFITS PACKAGE:

RSF Social Finance is committed to providing a robust benefits package to complement compensation.

Our package includes:

  • Very competitive compensation package commensurate with equivalent positions in the nonprofit finance sector
  • 12 annual paid full day holidays; 5 paid half day holidays
  • Very generous vacation accruals that increase with tenure. Equates to 19 days of vacation accrual in first year, increasing to 29 days accrual by the 5th year of employment. 10 days of paid sick leave is front loaded at hire
  • 100% employer-paid medical insurance for employees and dependents with choice of plans, some buy-up options for a small fee
  • 100% employer-paid Dental insurance for employees and dependents
  • 100% employer-paid Vision insurance for employees and dependents
  • 100% employer-paid Life and Long-term Disability insurance for employees
  • Pre-tax flexible spending accounts – medical and dependent care
  • A 403B savings account with annual employer contribution
  • Commuter Programs – pre-tax parking and transit coverage
  • An Employee Assistance Program

Medical benefit eligibility begins at 30 hours weekly. Eligibility begins first of the month following date of hire.

APPLICATION INSTRUCTIONS

Please submit a resume directly to the Indeed.com posting found here: https://www.indeed.com/job/executive-assistant-6a14dbc92c27ce0d along with a thoughtful cover letter explaining why you are interested in the mission/values/activities of RSF Social Finance and why you are qualified for this position. No phone calls please.

Note: Applications without a cover letter will not be considered.