Strategic Administrative Assistant — Research Services

Dodgeandcox; San Francisco, Northern (CA, KY); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Job summary

Dodge & Cox is seeking an experienced Administrative Assistant to join the Research Services team in the Equity Research Department. This role supports a group of Vice Presidents and leaders across Research Services, Equity Technology, ESG, and Investment Stewardship, providing project-based and ongoing administrative support aligned with strategic priorities.

Responsibilities include calendar management, travel arrangements, contract routing, and coordinating AI program logistics.

Qualifications

• Four-year college degree preferred (B.A. or B.S.).
• 5+ years of experience supporting a senior team or operational leaders, preferably in a financial institution.
• Adept at using the Microsoft Office suite (PowerPoint, Excel, Word, Teams), Adobe Acrobat, and collaborative tools (SharePoint, M365).
• Experience working with and troubleshooting multiple devices and operating systems.
• Fluent with AI tools such as Copilot, Claude, and Gemini, and able to apply them to everyday tasks.
• Able to quickly learn and adopt new database and software systems.
• Strong project coordination skills, with the ability to manage logistics across multiple concurrent initiatives.

Responsibilities

• Manage calendars, schedule meetings, and coordinate logistics end to end for supported leaders— including room setup, AV, catering, agendas, and materials.
• Coordinate recurring meeting cycles and governance committees across multiple teams, some with seasonal intensity.
• Coordinate AI program logistics, including steering committee meetings, training sessions, and scheduling.
• Route and track vendor contracts through Legal, managing timelines and renewal documentation.
• Serve as the firm’s primary travel agency liaison; coordinate domestic and international travel, process expense reports, and maintain location tracking and compliance reporting.
• Support special projects as assigned, with scope expanding over time.
• Provide mutual coverage across the administrative team during peak periods or absences.
• Perform routine administrative tasks including expense processing, service requests, shipping, copying, and scanning.
• Plan team and departmental events as needed.

Skills

Strong communication

Highly organized

Detail oriented

Project coordination

Cross-functional teamwork

Adaptable

AI tools familiarity

Discretion and MNPI handling

Proactive service-oriented

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Adobe Acrobat

SharePoint

M365

AI tools

Job description

Dodge & Cox is seeking an experienced Administrative Assistant to join the Research Services team in the Equity Research Department. This role supports a group of Vice Presidents and leaders across Research Services, Equity Technology, ESG, and Investment Stewardship, providing project-based and ongoing administrative support aligned with strategic priorities.

Responsibilities include calendar management, travel arrangements, contract routing, and coordinating AI program logistics.