Senior Team Assistant

Cambridge Associates LLC; San Francisco (CA); On-site; USD 81,070 - 105,380; Full time

Benefits offered by this job

Annual performance-based bonus

Comprehensive benefits package

Job summary

Cambridge Associates LLC in San Francisco is seeking an experienced Senior Team Assistant to provide comprehensive administrative support to an assigned group, including Investment Directors. Responsibilities include managing calendars, travel arrangements, and preparing materials for meetings.

The ideal candidate will have over 4 years of administrative experience and advanced skills in MS Office. The role also requires excellent organizational skills and the ability to maintain confidentiality.

Competitive salary range from $81,070 to $105,380, with additional performance-based bonuses.

Qualifications

• 4 or more years of administrative or secretarial experience.
• Advanced knowledge of MS Office; experience with Adobe Acrobat is preferred.
• Ability to multitask and prioritize multiple requests.

Responsibilities

• Manage an extensive calendar and schedule meetings.
• Make complex travel arrangements using online tools.
• Provide administrative support to Investment Directors.

Skills

Organizational skills

MS Office (Word, Excel, PowerPoint)

Proactive problem-solving

Confidentiality

Tools

Box

Concur

MS Dynamics

WebEx

Job description

Firm Overview

Cambridge Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. CA delivers a range of services, including outsourced CIO, non‑discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers.

Job Summary

The Senior Team Assistant provides a wide variety of administrative functions to an assigned group, which may include Investment Directors, Investment Associates, and department staff. The role also involves high‑level duties such as conducting research, creating materials, preparing correspondence, and handling special projects. The Senior Team Assistant responds to information requests, exhibits excellent judgment, and consistently seeks to contribute to the team, clients, and the firm.

Responsibilities

• Work closely with Investment Directors and the Investment Team to keep them informed of commitments, responsibilities, conflicts, and follow‑up proactively.
• Manage an extensive calendar, schedule many internal and external meetings, and coordinate with internal staff.
• Make complex and detailed travel arrangements using the travel agency and the Neo online booking tool.
• Maintain high efficiency and discretion while managing multiple tasks.
• Support marketing efforts and research backgrounds and bios when needed.
• Coordinate with the Catering Manager or OS catering support team for onsite client and team meetings.
• Provide administrative support to several Investment Directors and the Team, including:
  • Create and maintain Box files on behalf of the team.
  • Schedule conference rooms and provide internal and external meeting support in Outlook and in person.
  • Serve as a virtual support resource for MS Teams, Webex, and Zoom as needed.
  • Monitor MS Teams channels for team requests.
  • Research information via CA Home and the Internet.
  • Prepare and reconcile timesheets, expense reports, and Amex statements.
  • Schedule manager meetings involving coordination with meeting planners.
  • Pull manager comments, quarterly letters, and factsheets for the Investment Team as needed.
  • Maintain client contacts in CRM Dynamics.
  • Organize and manage business contacts in Outlook on behalf of Investment Directors.
• Communicate and ensure the firm’s standards for formatting are applied to all correspondence, presentations, and materials.
• Prepare materials for yearly conferences and speaking engagements.
• Prepare FedEx labels for shipment.
• Provide coverage for Investment Directors and management staff during administrative team member absences.
• Mentor and train team members in collaboration with the Administrative Manager.
• Perform special projects and assume certain responsibilities as assigned by the Administrative Manager or Practice Management Teams.

Qualifications

• 4 or more years of administrative or secretarial experience.
• Advanced knowledge of MS Word, Excel (levels1and2), PowerPoint, and Outlook; experience with Adobe Acrobat is preferred.
• Knowledge of Box, Concur, MS Dynamics, MS Teams, Oracle, and WebEx is an asset.
• Proactive problem‑solving with strong decision‑making capabilities.
• Ability to multitask and prioritize multiple requests.
• Excellent organizational skills and attention to detail.
• In‑depth knowledge of administrative procedures and tools.
• Ability to use resources efficiently and effectively.
• Eager to learn and able to work independently while being a team player.
• Initiative to forge productive cross‑team relationships with high‑frequency touch points.
• Excellent writing and proofreading skills with emphasis on accuracy, spelling, punctuation, and grammar.
• Strong verbal skills and ability to listen and mentor others.
• Must maintain a high degree of confidentiality.
• Effective communication across offices, with clients and other CA departments, and interaction in a service‑oriented environment.

Salary and Benefits

Base salary range: minimum$81,070; maximum$105,380. The position is eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package. Placement within the stated salary range is determined by skills, experience, and qualifications, as well as internal equity.

Equal Employment Opportunity Statement

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co‑workers.