Executive Assistant supporting Learning & Development team at Aprio, a Top 20 CPA firm. Handling complex schedules, meeting logistics, and providing administrative support.
About the role
- Senior Executive Assistant providing full administrative support to the Impact Investment Services team at Locus. Collaborating with the VP of Corporate Governance and Administration in a nonprofit setting.
Responsibilities
- Provide full administrative support to the Impact Investment Services (IIS) team.
- Report directly to the VP of Corporate Governance and Administration.
- Calendar management, coordinating logistics for meetings, and handling inquiries.
- Schedule, organize, and collect meeting documents for internal and external meetings.
- Coordinate projects supporting cross-functional initiatives and content development.
- Maintain a logical, digital file structure for IIS documents.
- Enter and update client, prospect, and opportunity data in Salesforce.
- Provide a high level of service to internal and external customers.
Requirements
- A minimum of 5 years of proven experience in an executive administrative position is required.
- Preferred experience in community development, finance, impact investing, philanthropy, and/or mission-driven organizations.
- 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.
- Exceptional organizational, decision-making, and record-keeping skills.
- Ability to self-start and meet deadlines with limited supervision and adapt to changing priorities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and Adobe is mandatory.
- Experience with Salesforce is required.
- Strong ability to clearly document processes and procedures.
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
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