Executive Assistant

HOW YOU’LL ADVANCE OUR MISSION | POSITION OVERVIEW

The Executive Assistant provides high-level administrative, operational, and analytical support to the Chief Philanthropic Officer (CPO) and the broader Philanthropic Advancement team. This role requires a proactive, detail-oriented professional who is tech-savvy, highly organized, and capable of handling complex reporting, data management, and executive communications with discretion and accuracy.

YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES

• Executive Support
• Provide comprehensive administrative support to the Chief Philanthropic Officer, including calendar management, meeting coordination and expense reporting.
• Prepare agendas, take meeting notes, and track action items to ensure timely follow-up.
• Serve as a liaison between the CPO, staff, donors, and external stakeholders.
• Data Management & Reporting
• Manage monthly reports using Raiser's Edge (RE) and Financial Edge (FE).
• Ensure the accuracy and integrity of donor and financial data across systems.
• Generate dashboards, reports, and summaries to support fundraising strategies and leadership decision-making.
• Technical & Analytical Support
• Develop and maintain spreadsheets, including creating charts, graphs, and data visualizations to present insights clearly.
• Aid in compiling data for presentations, board reports, and donor communications.
• Identify opportunities to improve reporting processes and data workflows.
• Documentation & Quality Control
• Review prepared documentation, reports, and correspondence for accuracy, completeness, and consistency.
• Edit and format materials for executive-level presentations and external communications.
• Maintain organized records and ensure compliance with internal standards and policies.
• Team Support
• Assist with team performance reporting and presentations.
• Provide administrative and project support to the Philanthropy team as needed.
• Cook up departmental meetings, events, and special projects.
• Aid in donor engagement activities and stewardship efforts when appropriate.
• Serves as part of the active rotation for reception coverage, which may include staffing during opening, morning & afternoon breaks, lunches and additional coverage, as needed.

WHAT YOU’LL NEED FOR SUCCESS | QUALIFICATION

• 5 years+ of administrative support experience
• Experience with Blackbaud or other CRM or Power BI preferred.
• Advanced proficiency in Microsoft Office applications (Word, Excel, Outlook, & PowerPoint)
• Strong project management and organizational skills, detail oriented
• Responsive, service-oriented workstyle
• Strong executive function skills
• Ability to multi-task, be adaptable and work under pressure and maintain deadlines
• Ability to work both independently and as part of a team
• Strong written and verbal communication skills