Sr. Executive Assistant / Events Coordinator

Job Description

Job Description

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 at www.locusimpact.org.

Position Overview :

The Senior Executive Assistant / Events Coordinator’s primary responsibilities will be to provide full administrative support to the Impact Investment Services (IIS) team and separately support the Brand Strategy team with responsibilities for planning, executing, promoting, and evaluating all Locus-hosted events. The Senior Executive Assistant / Events Coordinator reports directly to the Corporate Governance Administrator. This full-time position will require occasional travel (as needed up to 25%).

Essential Duties & Responsibilities

IIS Administrative Support :

• Provide administrative support for the IIS team, including but not limited to calendaring and managing logistics for online and in-person team meetings, minute-taking, responding to inquiries, scheduling, managing correspondence and meeting communications, and event planning as needed.
• Schedule, organize and 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.
• Create cross-IIS project plans using MS Projects and update / maintain as needed including creating new tasks.
• 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 out 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.

Events Coordination :

Requirements :

Education, Experience, Certifications :

Organizational Skills :

Communication :

Computer / Technology :

Compensation and Benefits :

Locus is an Equal Opportunity Employer. Locus does not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job-related disability, or status as a veteran.