Executive Assistant to the CEAO

THE COMPANY: The Low Income Investment Fund is a non-profit Community Development Financial Institution (CDFI) that mobilizes capital and partners to achieve opportunity, equity and wellbeing for people and communities. LIIF innovates financial solutions to create more equitable outcomes for all by building and preserving affordable homes, quality educational opportunities from early childhood through higher education, health clinics, healthy food retail and community facilities. In this way, LIIF provides a bridge between private capital markets and communities. LIIF’s headquarters is in San Francisco and has offices in Los Angeles, New York, Atlanta, and Washington D.C.

POSITION SUMMARY

The Executive Assistant provides administrative support to the Chief External Affairs Officer. REPORTING RELATIONSHIPS: The position reports to the CEAO ESSENTIAL FUNCTIONS: The Executive Assistant (EA) provides a broad variety of executive support in a one-on-one working relationship, serving as the primary point of contact for internal and external constituencies on all matters pertaining to the Office of the CEAO. Assists in organizing and coordinating retreats, site visits and external relations efforts; supports the CEAO with all travel and expense management and completes special projects as assigned.

The EA exercises good judgment and maintains confidentiality and discretion in a variety of situations. ROLES AND RESPONSIBILITIES: CEAO and General Executive Affairs Departmental Support Serves in “gatekeeper” role for internal and external constituencies, consulting with CEAO as needed and using discretion to determine appropriate course of action. Prioritizes conflicting needs while providing a bridge for smooth communication between the CEAO and internal departments; demonstrates leadership to maintain credibility, trust and support with LIIF staff. Working with both external and internal contacts, schedules and manages a calendar of calls, videoconferences and in-person meetings.

Maintains CEAO’s contacts in Outlook. Works closely and effectively with the CEAO to keep him/her well informed of upcoming commitments and responsibilities, following up appropriately. Works with staff and external constituencies to obtain preparatory materials for CEAO’s review in advance of meetings. Attends virtual meetings at the request of the CEAO and takes notes that are distributed to attendees. Ensures that attendees follow up on tasks as assigned. Maintains tasks / deliverables in Asana of outstanding CEAO meetings, activities and deliverables. Arranges frequent travel, including plane, train and hotel reservations and conference registration.

Schedules travel-related meetings and obtains necessary preparatory materials in advance. Coordinates weekly External Affairs team meetings, soliciting agenda items and disseminating agendas and materials in advance of each meeting. Shares notes after meetings. Coordinates the completion of expense reports with receipts, in…

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