Sr. Executive Assistant

Description

About Locus:
At Locus, we know communities thrive when they have equitable access to capital. We collaborate with stakeholders across the community development ecosystem to invest in communities with strong aspirations, while addressing challenges like a shortage of affordable housing, limited access to fresh food, a lack of quality jobs, and clean energy innovation. We believe a capital system that centers community input and impact is essential to ensure that everyone, no matter their background, location, or economic status, can live in healthy, thriving places.

Locus is the parent organization for a family of community development enterprises, which includes a nonprofit CDFI loan fund, a CDFI bank, a fund management practice, and a national guarantee program. With offices in Christiansburg and Richmond, Virginia, Locus offers innovative and flexible financing tools and strategic consulting services to individuals and organizations in underestimated and excluded communities, most of which are low-to-moderate income.

Alongside our many partners, Locus has generated over $2 billion dollars in total impact.

Locus is a nonprofit holding company regulated by the Federal Reserve. Locus Bank is an FDIC-insured, certified bank and B Corp offering products tailored to socially conscious investors. Locus Bank is a majority-owned subsidiary of Locus. Member FDIC. Equal Housing Lender. Learn more usimpact.org.

Position Overview: The Senior Executive Assistant’s primary responsibilities will be to provide full administrative support to the Impact Investment Services (IIS) team. The Senior Executive Assistant reports directly to the VP of Corporate Governance and Administration. This full-time position will require occasional travel (as needed up to 25%)

• 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 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.

• 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.
• Experience, knowledge of, or interest in working with…