IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. Rather than focusing on archaic outdated design, we strive to consistently question the “status-quo” and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life.
With over 23 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission.
The Sr. Executive Assistant provides project management and high-level administrative support for the Chief Financial Officer (CFO). Essential duties and responsibilities of the position include and are not limited to the following:Administrative
Function as key liaison for CFO’s direct reports, internal staff, and external clients
Respond to incoming calls and inquiries
Manage and maintain CFO calendar, including complex scheduling and arranging meetings with internal staff and external contacts (e.g., attorneys, bankers, auditors, city/state personnel)
Assist in scheduling C-Suite meetings and events, including travel arrangements
Prepare and edit correspondence, communications, and other documents
Develop and maintain an organized filing system
Review CFO budget monthly and manage administrative spend
Create and manage purchase orders
Facilitate CFO approvals of contracts, policies, HR actions, forms, and documents
Receive and interact with IOA and CFO visitors
Project Management
Manage special projects and ad hoc duties as assigned by the CFO
Ensure each project plan is created and successfully executed
Conduct research, and assemble and analyze data for required documents and reports
Coordinate staff participation and prepare presentations for IOA meetings, including Management Forum and Fireside Chats
Facilitate large Zoom meetings with multiple speakers (approximately 10-100 people)
Prepare slide presentations and illustrative reports for use in internal and external meetings for the CFO, with ad hoc support for C-Suite
Coordinate scheduling of FY budget meetings with leadership, focusing on meeting deadlines
Coordinate and lead company culture through team event planning and logistics coordination for CFO division and company events
Report progress and final project results to the CFO and other leaders involved
Required Qualifications
Minimum 6+ years project management and senior executive administrative support experience, supporting C-level executives
Outstanding proficiency with MS Office Suite (Word, Excel, PowerPoint, Outlook)
Extensive experience with Zoom, GoToMeeting, Skype and other communication applications
Extensive experience with cloud-based project management applications, requiring collaborative coordination
Excellent calendar management skills and experience scheduling and managing travel arrangements
Highly organized with excellent attention to detail
Demonstrated initiative and innovation
Superior ability to maintain confidentiality with CFO and executive team
Outstanding interpersonal, oral, and written communication skills including proofreading and editing abilities
Ability to handle confidential and sensitive materials discreetly at all times
Ability to work competently with little or no supervision
Ability to work collaboratively with teams
Highly flexible, with ability to shift priorities
Ability to respond confidently to urgent situations
Take advantage of opportunities for professional growth, leadership, and community building.
Desired Qualifications
BA/BS Degree or higher
Current or prior senior-level project management and administrative support experience in Accounting, Finance, Purchasing, Human Resources, or Information Technology
COMPENSATION
Range: $110,000 - $132,000/Annual
This amount is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific employee, which is always dependent on actual experience, education and other factors.
This range does not include any additional equity, benefits, or other non-monetary compensation which may be included.
Beware of Hiring Scams
We are aware that some third parties have reposted our job listings in an attempt to scam applicants. Please be cautious and only apply through our official channels.
- Institute on Aging will never request payment or sensitive personal information such as Social Security numbers during the hiring process.
- All official communication will come from a verified IOA email address.
- If you receive any suspicious communication or requests, report them to [email protected].
- All legitimate job openings can be found on the Institute on Aging Careers Page.
We encourage you to learn more about IOA by visiting us here.
IOA reserves the right to adjust work hours or duties when appropriate.
Institute on Aging is an Equal Opportunity Employer. Institute on Aging is committed to cultivating a diverse and inclusive work environment and providing equal opportunities to all employees and job applicants without regard to age, race, religion, color, national origin, sex, sexual orientation, gender identity, genetic disposition, neuro-diversity, disability, veteran status or any other protected category under federal, state and local law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Skills Required
- Minimum 6+ years project management and senior executive administrative support experience supporting C-level executives
- Outstanding proficiency with MS Office Suite (Word, Excel, PowerPoint, Outlook)
- Extensive experience with Zoom, GoToMeeting, Skype and other communication applications
- Extensive experience with cloud-based project management applications
- Excellent calendar management skills and experience scheduling and managing travel arrangements
- Highly organized with excellent attention to detail
- Demonstrated initiative and innovation
- Superior ability to maintain confidentiality with CFO and executive team; handle confidential and sensitive materials discreetly
- Outstanding interpersonal, oral, and written communication skills including proofreading and editing abilities
- Ability to work competently with little or no supervision and collaboratively with teams
- Highly flexible with ability to shift priorities and respond confidently to urgent situations
- Prepare slide presentations, reports, conduct research, assemble and analyze data for reports
- BA/BS Degree or higher
- Current or prior senior-level project management and administrative support experience in Accounting, Finance, Purchasing, Human Resources, or Information Technology
What We Do
Institute on Aging (IOA) is a non-profit organization dedicated to helping aging adults and adults with disabilities live with dignity, independence, and joy. As a leading advocate for older adults in the Bay Area, IOA provides a broad spectrum of compassionate support, expert guidance, and essential services, including home care and case management, to ensure seniors maintain their independence for as long as it is safe to do so.







