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

A global investment firm in San Francisco seeks a Senior Team Assistant to manage administrative tasks for Investment Directors. Responsibilities include calendar management, travel arrangements, and supporting team meetings. Candidates should have over 4 years of administrative experience and be proficient in MS Office applications. The role offers a competitive salary ranging from $81,070 to $105,380 and includes performance-based bonuses in a collaborative work environment.

Qualifications

• Must maintain a high degree of confidentiality.
• Excellent writing and proofreading skills.
• Ability to prioritize multiple tasks efficiently.

Responsibilities

• Extensive calendar management for Investment Directors.
• Make detailed travel arrangements.
• Prepare materials for conferences and speaking engagements.

Skills

MS Word

Excel

PowerPoint

Outlook

Problem solving

Organizational skills

Education

4 or more years of administrative experience

Tools

MS Teams

WebEx

CRM Dynamics

Job description

Senior Team Assistant page is loaded## Senior Team Assistantlocations: San Franciscotime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000217**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. Cambridge Associates 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 across the world. For more information, please visit .**Job Description Summary:**Position Overview The Senior Team Assistant will perform a wide variety of administrative functions to an assigned group, which may include Investment Directors, Investment Associates, and department staff. In addition, a Senior Team Assistant will take on high-level duties such as conducting research, creating materials, preparing correspondence, and special projects. The Senior Team Assistant will respond to information requests, exhibit excellent judgement, think outside the box, and consistently seek to contribute to those he/she supports, our clients, and the firm at large by assuming greater responsibilities. The Senior Team Assistant may also mentor staff and take on leadership roles.**Job Description:**Principal Duties • Works closely and effectively with Investment Directors and Investment Team to keep them well informed of commitments and responsibilities, informing them of conflicts, and following up proactively • Extensive calendar management: schedule many internal and external meetings involving heavy coordination with internal staff • Make complex and detailed travel arrangements using travel agency and Neo (online travel booking tool) • Manage multiple tasks with a high degree of efficiency and discretion • Support marketing efforts and researching backgrounds and bios when needed • Work with Catering Manager or OS catering support team to support onsite Client and team meetings • Provide administrative support to several Investment Directors and Investment Team: o Create and maintain Box files on behalf of the team o Schedule conference rooms, provide internal and external meeting support in Outlook and in person o Serve as a virtual support resource for MS Teams, Webex and Zoom as needed and on behalf of Investment Team o Monitor MS Teams Channels for team requests o Research information via CA Home and Internet o Prepare and reconcile timesheets, expense reports, and Amex statements o Schedule manager meetings involving coordination with meeting planners o Pull manager comments, manager quarterly letters, and factsheets for Investment Team as needed o Maintain Client Contacts in CRM Dynamics o Organize and manage business contacts in Outlook on behalf of Investment Directors Senior Team Assistant o Communicate and ensure the Firm’s standards for formatting are applied to all correspondence, presentations, and materials o Prepare materials for yearly conferences and speaking engagements o Prepare FedEx labels for shipment • Provide coverage for Investment Directors and management staff during administrative team member absences • Works closely with Administrative Manager to mentor and train team members • May perform special projects and assume certain responsibilities as assigned by the Administrative Manager or Practice Management Teams Qualifications • 4 or more years of administrative/secretarial experience. • Advanced knowledge of MS Word, Excel (levels 1 and 2), PowerPoint, and Outlook is required. Experience with Adobe Acrobat is preferred. • Knowledge of Box, Concur, MS Dynamics, MS Teams, Oracle, WebEx a plus • Proactive approach to problem solving with strong decision-making capabilities • Ability to multi-task 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 • Eagerness to learn and ability to work independently while being a team player • Exhibits initiative to forge productive cross-team/department relationships with members who are high frequency touch points • Excellent writing and proofreading skills with an emphasis on accuracy, spelling, punctuation, and grammar • Strong verbal skills with ability to listen and mentor others • Must be able to maintain a high degree of confidentiality • Ability to communicate effectively cross-office, with clients and other CA departments and interact effectively in a service-oriented environment.Base salary range for this role:Pay Range Minimum:81070Pay Range Maximum:105380In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.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.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.