Trustee Engagement Officer, Grantmaking Foundation

Our client - the Mayberg Foundation - is a private family foundation dedicated to investing in organizations and initiatives with bold ideas that inspire, educate, and strengthen Jewish community. They are seeking a Trustee Engagement Officer (TEO) to directly support the President/Chairman of the Board, key Trustees, and Rising Trustees who are leading the Foundation's grantmaking work locally, nationally, and globally.

This is a multi-faceted Senior Executive Assistant role, reporting to the Director of Operations. As TEO, you will act as the central coordination hub between the Foundation’s President, Trustees and staff. This is a full-time, in-office position offering a competitive salary and excellent benefits, including 100% employer-paid medical for the employee and a 401K with up to 10% employer contribution.

This role has three core areas of responsibility:

1. Executive support to the President (40%)
2. Trustee and Rising Trustee engagement, including discretionary giving and governance coordination (35%)
3. Coordination of the Foundation’s participation in external events and engagements (25%)

The TEO ensures that people, information, logistics, and follow-through are handled with precision, discretion, and professionalism, allowing leadership and trustees to engage effectively and represent the Foundation well.

1. Executive Support to the President (40%)

• Ensure the President is fully supported administratively, logistically, and informationally.
• Manage calendar, scheduling, and logistics with foresight and discretion
• Prepare meeting materials, briefings, agendas, and follow-up summaries
• Track commitments, decisions, and action items to ensure timely follow-through
• Coordinate travel arrangements, reimbursements, and documentation
• Serve as the first point of contact for routine administrative needs
• Maintain efficient systems for meeting preparation and follow-through

2. Trustee & Rising Trustee Engagement (35%)

• Act as the primary administrative point of contact for trustees and rising trustees
• Coordinate all discretionary giving initiated by trustees and rising trustees, including intake, tracking, internal coordination, and documentation
• Coordinate board and committee meetings (scheduling, materials, minutes, follow-up)
• Maintain trustee records, contact lists, and engagement tracking systems
• Support onboarding and orientation of new and rising trustees
• Track and diplomatically reinforce follow-ups and commitments

3. External Events & Foundation Representation Coordination (25%)

• Coordinate the Foundation’s participation in external events attended by trustees or leadership, including tables, seats, and sponsorship-related benefits
• Manage event entitlements such as recognition language, advertisements, signage, and acknowledgments
• Draft or coordinate copy for event ads and recognition placements in consultation with the President and Communications Director
• Serve as the primary liaison with host organizations regarding event logistics and deadlines
• Coordinate guest lists, RSVPs, seating, and calendaring
• Support occasional Foundation-hosted gatherings or convenings, as needed
• Coordinate with Communications on trustee-facing and event-related materials
• Ensure materials align with Foundation tone, branding, and approvals
• Maintain organized digital archives of trustee communications and governance records

Qualifications

• Bachelor’s degree required
• Minimum 5 years of relevant experience, including providing executive/C-suite level administrative support
• Exceptional organization, judgment, and follow-through
• Strong written and verbal communication skills
• Comfort operating in a multi-generational family foundation environment
• Proficiency with Google Workspace
• Appreciation for Jewish values and communal life