Employee Applicant Privacy Notice

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:

So Fi is looking for a highly organized and proactive Executive Assistant to support our Global Operations Team Executives. This person will help lead the charge as a culture carrier through seamless communication and execution. The focus of this role is on operations execution, logistics, materials readiness, organization, and executive enablement.

The ideal candidate is a problem solver with excellent business acumen and proven organizational skills who demonstrates an ability to juggle multiple critical requests autonomously and effectively. You should be proactive, exercise good judgment, and thrive in a fast-paced environment while maintaining calmness and control under pressure.

What You’ll Do:

• Executive & Leadership Support: Manage complex executive calendars, including prioritization, conflict resolution, and schedule optimization to map out daily itineraries. Maintain meeting request trackers and executive to-do lists to ensure timely action-tracking and follow-ups.

• Meeting Logistics & Materials: Own end-to-end logistical execution for executive meetings, leadership forums, and org-wide events like Global Operations Town Halls and XLT sessions. This includes securing venues, managing A/V, RSVP tracking, and day-of troubleshooting.

• Materials Readiness: Refresh decks (formatting, attendee lists, org changes) and track outstanding inputs from presenters to ensure all materials are versioned and ready for distribution.

• Communication & Readiness: Create and manage weekly email reminders for executive priorities and deadlines. Proactively chase updates from stakeholders to ensure executives are prepared for all deliverables.

• Travel & Expenses: Coordinate complex domestic and international travel arrangements and manage expense reporting and procurement in accordance with company policy.

• Leadership Materials Archive: Maintain a centralized "Single Source of Truth" archive for leadership materials, ensuring strict version control, naming conventions, and searchable accessibility.

• Governance: Own the accuracy of executive distribution lists, leading regular audits to reflect org changes and partnering with IT to explore automation solutions.

• Relationship Management: Build and maintain positive relationships with internal stakeholders and senior leadership to ensure continuity in communications.

What You’ll Need:

• Experience: 4+ years of experience providing administrative support, including complex calendar, travel, and expense management. Tech company experience is preferred.

• Technical Skills: Excellent computer skills with a strong grasp of Google Workspace (Docs, Calendar) and Outlook.

• Organizational Prowess: Incredibly detail-oriented with the ability to prioritize multiple assignments and change direction quickly.

• Event Management: Proven knowledge of organizing off-site events and large-scale team meetings.

• Soft Skills: Strong scheduling prioritization skills and the ability to exercise high levels of discretion and confidentiality.

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.