Please direct your responses to: hr@rsfsocialfinance.org
About RSF Social Finance:
Located in the beautiful and historic Presidio of San Francisco, RSF Social Finance is dedicated to transforming the way the world works with money. Our growing community of over 1,600 clients is furthering the work of social entrepreneurs and social enterprises in the fields of Food & Agriculture, Education & the Arts, and Ecological Stewardship. Primary services include our investing and lending programs, and philanthropic fund management services. In partnership with our investors and donors, RSF has made over $250 million in loans and over $100 million in grants since 1984, placing us in the top tier of social finance organizations worldwide. Please refer to our website: www.rsfsocialfinance.org
Position Summary:
The Program Assistant, Client Development provides administrative and program support to the Client Development Team, primarily by assisting with the cultivation and acquisition of new clients for RSF's investing, lending, and giving programs. Main duties will include client service, tracking and reporting on development prospects, and providing general administrative support to the development team.
Essential Duties & Responsibilities:
• Produce monthly development team report
• Assist with client reporting and quarterly client statement mailing
• Process and record investors transactions
• Produce and send investor acknowledgement letters
• Respond to incoming development-related inquiries
• Manage data entry and filing systems, including maintenance of accurate investor information and profiles
• Provide input and recommendations regarding systems and database improvements
• Assist with annual program planning and goal setting
• Coordinate development team meetings, including documentation of meeting content and action items
• Edit and create program documents
• Provide input related to marketing and communications materials. Write blog posts, one-pagers, and articles as needed.
• Document internal processes and procedures and update Twiki as needed. Suggest modifications and improvements when appropriate.
• Ensure accuracy of client fund financial information
• Undertake special projects as needed
• Other duties as assigned
Knowledge, Skills, and Abilities:
Education and Experience: Must have at minimum an Associate's degree; Bachelor's degree preferred. Two to three years of administrative/office work experience are required. The ideal candidate will have prior experience in fundraising and/or development, including interaction with investors and donors. Professional and/or volunteer experience in the nonprofit or foundation sector is desirable.
English Language Communication Skills: Must have excellent oral and written communication skills. Strong interpersonal and listening skills are required, with sensitivity and appreciation for diverse viewpoints and various communication styles.
Finance and Math Skills: Must have a good understanding of general math. Understanding of program budgets is a plus.
Technical Skills: Must be able to effectively use standard business software such as Microsoft Office Suite, with particularly strong Excel skills. Experience with data management software is preferred. Must be able to use the Internet for research and information-gathering. Data entry and clerical skills are extremely important. Competitive candidates must have strong attention to detail, excellent organizational and systems thinking skills, and the ability to manage several tasks simultaneously.
Judgment and Independence: Must have the ability to work independently and as part of a team. Must have the ability to tactfully interact with clients, and the ability to handle sensitive client information with a high degree of confidentiality. Must be able to work well under pressure, and meet deadlines and complete tasks in a timely manner.
Physical Demands: Must be able to use a computer for extended periods of time up to 8 hours per day; and must be able to frequently communicate orally and by telephone.
Attendance and Availability: Must be able to work at RSF's offices during regular office hours as set forth in RSF's Employee Manual, and to occasionally work extra hours as necessary to complete time-sensitive projects.
Compensation & Benefits:
This position offers the unique opportunity to join an innovative financial services organization with a vision to transform the way the world works with money. Other benefits include:
• A fulfilling work environment at an supportive and entrepreneurially-driven organization
• A competitive compensation package and 100% employer-paid medical, dental, and vision
• Very generous vacation and sick leave benefits plus 9 paid holidays per year
• 403(b) plan with employer-paid contributions after one year of employment
• Exposure to innovative ideas, projects, and collaborative staff activities
• Access to numerous professional development opportunities
Application Instructions:
Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter by September 14th. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience make you the ideal candidate for this position, specifically highlighting any fundraising and/or development experience.
Please note that applications without a cover letter will not be considered. In the e-mail subject line please write "Program Assistant, Client Development". No phone calls please.
RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.
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