Executive Assistant at Cherry Assistant

• We are hiring an Executive Assistant for a mission-driven community finance organization (CDFI) in the Financial Services / Community Development industry. This is a Part-Time remote role for a U.S.-based client. The role is focused on executive support, calendar and inbox management, conference and fundraising follow-up outreach, CRM/task coordination, and weekly reporting/meeting prep. 
• The ideal candidate is proactive, highly organized, an excellent written communicator, culturally competent, and comfortable building light process/SOPs to drive clarity and follow-through.

Key Responsibilities:

• Manage complex executive calendaring, scheduling, and meeting confirmations across time zones
• Draft and send high-quality follow-up emails to contacts met at conferences; coordinate next steps and scheduling
• Support foundation/fundraising outreach (light research, contact organization, email outreach, and scheduling)
• Maintain and update CRM/contact lists; log interactions and track status to drive timely follow-ups
• Compile weekly briefings: who the executive is meeting, context, objectives, and prep materials
• Organize and update tasks in project management tools; produce weekly status and priorities reports
• Draft, proofread, and format professional correspondence and light documents as needed
• Capture meeting notes and action items; ensure owners, due dates, and follow-through
• Coordinate travel logistics and itineraries when needed; maintain preferences and documentation
• Create and refine simple SOPs/checklists to improve repeatable workflows

Required Qualifications:

• 3+ years of experience as an Executive Assistant or Administrative Assistant supporting senior leadership
• 3+ years of experience in calendar management, meeting coordination, and professional email communication
• 2+ years of experience managing outreach and follow-ups using a CRM or structured tracking method
• Strong organization, attention to detail, and ability to prioritize in a fast-moving environment
• High level of professionalism, discretion, and cultural sensitivity working with diverse communities

Preferred Qualifications:

• Experience in community development finance, impact investing, philanthropy, or nonprofit fundraising ops
• Background supporting executives who speak at conferences and manage extensive partner networks
• Familiarity with grant cycles, foundation outreach, or donor relations is a plus

Required Skills & Tools:

• Google Workspace (Gmail, Calendar, Drive, Docs/Sheets)
• Project management tools (e.g., Asana, Trello, or ClickUp)
• CRM or databases (e.g., HubSpot, Airtable, or Streak)
• Zoom or Google Meet for meetings; Slack or similar for internal comms
• Strong writing, proofreading, and research skills