Administrative Paid Assistant to Executive Director and Chief Financial Officer Congregatio

Assistant to the Executive Director and Chief Financial Officer

Congregation Rodeph Sholom
New York, NY
US

Position: Assistant to the Executive Director and Chief Financial Officer

Schedule: Full-Time

Congregation Rodeph Sholom (CRS) is a large dynamic Reform synagogue at the heart of Manhattan’s Upper West Side and has a strong 185-year history. We are a community for all who enter our doors and our members represent the vibrant diversity of New York’s Jewish landscape. Multi-generational families, interfaith families, lifelong New Yorkers, those new to the city, people pursuing conversion and those exploring Judaism for the first time have all found a home at CRS.

A goal for all clergy and staff is to strive to demonstrate consistent relationship-building across all interactions, recognizing each person and exchange as an opportunity to strengthen trust, collaboration, and connection with congregants and across the organization.

This position requires a self‑starter with excellent judgment. The individual must be able to work independently, handle confidential information, prioritize multiple tasks, and have keen attention to detail. The ideal candidate has strong project management skills, excellent organizational skills, is technically savvy, and has strong communication skills.

This position requires 4 days in person with 1 possible remote day per week scheduled in coordination with the Executive Director and CFO. Team members must be flexible and able to adapt to short- and long‑term shifts in their job responsibilities. Working hours are generally 9:00 AM to 5:00 PM (4:00 PM on Fridays); additional hours will be required in the evenings for events related to the Board of Trustees and Annual Meeting.

This position provides high‑level administrative support to the Executive Director and Chief Financial Officer.

• Support Executive Director:
  • Manage the Executive Director’s calendar, including creating Doodle polls
  • Draft and proofread correspondence, reports, PowerPoint presentations, and other documents to lay leaders and vendors
  • Main point of contact for Board of Trustees
  • Create reports from Salesforce; responsible for Board of Trustee data and dashboards
  • Maintain both private and public Board records and relevant documents, ensuring that all necessary information is up‑to‑date and accessible
  • Create and maintain Board of Trustees private Group within Salesforce
  • Coordinate and manage logistics for board meetings, including scheduling, room set‑up, preparation of meeting packets and PowerPoint decks, ordering food, managing board communications, being on‑site on day‑of meetings, coordinating A/V support, and drafting minutes for meetings
  • Act as project manager for Executive Director’s strategic projects; participate in meetings as necessary
  • Main internal point person for Annual Meeting
  • Answer the Executive Director’s phone line
  • Process invoices and Amex bills in Concur (weekly/monthly)
  • Ad hoc project assistance for ED (as needed)
• Support CFO:
  • Manage CFO calendar, including scheduling internal and external meetings (in‑person and Zoom) for both CRS and RSS
  • Prepare draft agendas, distribute materials, and take meeting minutes
  • Draft and proofread correspondence to lay leaders and vendors, reports, presentations, and other documents
  • Manage timelines for the School and Synagogue budget processes and Finance Committee
  • Monitor and follow up on outstanding payments or financial tasks, ensuring deadlines are met
  • Compile and submit CFO’s AMEX, process invoices and check requests; track Business Department budget
  • Ad hoc project assistance for CFO as needed

• Bachelor’s degree preferred
• Proven experience as an executive assistant or in a similar administrative role, preferably in a non‑profit environment
• Strong knowledge of office management systems such as Microsoft Office and Zoom
• Skilled in PowerPoint and Excel and knowledge or ability to learn and become skilled in Salesforce
• Excellent organizational and time‑management skills, with the ability to handle multiple priorities and meet deadlines
• Strong written and verbal…