About this role
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
SoFi is looking for an organized, proactive, and dependable Lead Executive Assistant to support executives within the Office of the CTO. This role serves as a key culture carrier and operational partner, facilitating seamless executive communication, event execution, and daily schedule optimization. The ideal candidate brings exceptional business acumen, proven organizational capabilities, and the ability to autonomously handle critical priorities in a fast-paced technology environment.
What you’ll do:
• Plan, organize, and manage complex executive calendars, proactively resolving overlapping commitments and protecting time for key strategic priorities.
• Coordinate end-to-end travel arrangements and itineraries.
• Manage logistics and coordination for high-impact events, including team all-hands, off-sites, and leadership meetings.
• Reconcile expense reports, purchase requisitions, and vendor contracts in accordance with company timelines and policies.
• Assist with special operational projects and initiatives assigned by executive leadership, incorporating research, data organization, and cross-departmental coordination.
• Draft, proofread, and format documents, presentations, and communication materials.
• Build and maintain positive collaborative relationships with internal stakeholders across senior leadership and cross-functional teams.
• Support executive leaders in maintaining key stakeholder relationships to ensure continuity of communication and alignment on team priorities.
What you’ll need:
• Minimum Experience Requirement: 6+ years of professional experience providing administrative support to senior leadership, including calendar, travel, and expense management.
• Proven computer proficiency with extensive experience using Google Workspace (Docs, Sheets, Slides, Calendar) and Microsoft Outlook.
• Exceptional organizational skills and detailed orientation.
• Demonstrated ability to prioritize multiple assignments, exercise sound judgment, and adapt smoothly to changing priorities.
• Proven scheduling, time management, and calendar prioritization capabilities.
• Hands-on experience organizing off-site team events and executive meetings.
• Prior administrative experience within a technology company or fast-paced corporate environment.
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