Operations Manager / Executive Assistant @ Commonwealth Financial Group

JOB OPENING

We are seeking an Operations Manager/Executive Assistant to provide high-level administrative and operations support. This person will serve as the point of contact for our founders in Boston and will work closely with the founder and project manager to grow the Rally 2 Give operations and overall event experience.

ABOUT RALLY 2 GIVE (R2G)

Rally 2 Give is a non-profit organization that connects a community of car lovers, families, and friends. Together, we rally and drive with the purpose to support children and families with special needs as well as underprivileged youth with a focus on developing and growing the next generation of leaders. At its core, Rally 2 Give is centered around one primary idea: connecting great people for great impact, through purpose-driven experiences.

Not only will you be able to make an impact on the lives of others (and have fun doing it) but you will be part of a rapidly growing foundation that is making a giant impact on the community one mile at a time. To date this foundation has raised +$1.7M supporting over 20+ beneficiaries.

RESPONSIBILITIES

Project Management and Operations Support

  • Delegate tasks and responsibilities for Rally 2 Give, providing guidance and support to ensure

  • timely and accurate completion.

  • Support daily operations for the foundation to ensure efficiency and productivity towards

  • monthly goals.

  • Implement and improve operational processes and procedures

  • Manage expenses and reporting.

  • Coordinate with cross functional teams to streamline operations and improve workflow.

  • Assist with special projects and initiatives as required.

Executive Administrative Support

  • Manage and maintain the team’s schedules, including arranging meetings, appointments, and travel itineraries.

  • Coordinate and follow up on project timelines and deliverables.

  • Arrange domestic and international travel, including flights, accommodations, and transportation.

  • Prepare detailed travel itineraries and ensure team has all necessary travel documents planning.

  • Organize and coordinate meetings, conferences, and events.

  • Prepare meeting agendas, take minutes, and distribute follow-up action items.

  • Maintain an organized filing system for paper and electronic documents.

  • Manage inventory and orders for our sellable goods for Rally 2 Give

  • Liaise with vendors, contractors, and service providers as needed.

  • Handle sensitive information with the highest level of confidentiality and professionalism.

  • Ensure compliance with company policies and procedures.

IS THIS YOU - Characteristics of the Rally 2 Give Team:

Communicator: Dynamic, independent, self-motivated, goal oriented.

Inquisitive: Bold, thoughtful, creative.

Optimistic Leader: Strong roots in their own core values, positive.

Connector: Skilled at connecting with people as well being the connector of others.

Active Listener: Capacity to listen to others, so they feel heard, valued, and empowered.

Open Minded: Constant curiosity and desire to learn and grow, professionally and personally.

Authentic: Genuine, mindful, compassionate, kind

QUALIFICATIONS

  • Minimum 2 years of experience in an executive assistant and/or operations support role 

  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Airtable)

  • Previous philanthropic experience (and passion) is ideal.

  • Calendar management expertise and time management skills.

  • Excellent interpersonal skills and the ability to build relationships with clients and vendors.

  • Creative problem solver, with an innate ability to connect with others.

  • Exceptional organizational skills, attention to detail, and ability to handle sensitive and confidential information with discretion.

BENEFITS and ADDITIONAL INFORMATION:

  • Health and Welfare Benefits (Health, Dental, Vision, Disability, Life), 401k

  • Leadership opportunities and other project management exposure

  • Hybrid Role: 3 days per week in our Boston office

  • Travel: This role will require occasional travel in the New England area

Interested candidates should reach out to Kari McCafferty at kmccafferty@financialguide.com

Administrative, Financial, Non ProfitBostonYPA Member