Cambridge Associates
Senior Administrative Assistant
Cambridge Associates, San Francisco, California, United States, 94199
CAREERS THAT CHANGE THE WORLD
OUR CULTURE
Cambridge Associates believes culture is central to your success and ours.
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
o We foster an
inclusive
and
diverse
environment that enables
all individuals
to engage and
bring their full selves to work.
OUR CLIENTS
Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
Cambridge Associatesbelieves we do our best when you do your best.
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
But enough about us.
Tell us about YOU
o Are you a
bold individual
seeking an opportunity to contribute to a
value-based, collaborative environment
in some of the most exciting cities around the globe?
o Are you eager to work for an organization committed to
diversity, inclusion, sustainability, and Corporate Social Responsibility ?
o Do you strive to work in an environment that encourages
innovation and teamwork ?
o Are you a
thought leader
who cares about
making a difference in the world
while contributing to an
amazing culture ?
o Do you value a
challenging professional opportunity
where you can
leverage your skills , gain a
valuable foundational in finance and investment , and build a
long-term career development plan ?
o Are you seeking a
competitive salary
a
robust and comprehensive benefits program , and a variety of
attractive benefits and perks ?
o Do you excel at:
serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?
Senior Administrative Assistant
The Opportunity
The Senior Administrative Assistant will perform a wide variety of administrative functions for an assigned group, which may include Investment Directors, Investment Associates, and department staff. In addition to standard administrative duties, the Senior Administrative Assistant will take on high-level responsibilities such as conducting research, creating materials, preparing correspondence, and managing special projects. The role requires excellent judgment, innovative thinking, and a proactive approach to contributing to the team, clients, and the firm. The Senior Administrative Assistant may also mentor staff and assume leadership roles.
Principal Duties
Work closely and effectively with Investment Directors and the Investment Team to keep them well-informed of commitments and responsibilities, addressing conflicts, and following up proactively.Extensive calendar management: schedule numerous internal and external meetings, coordinating heavily with internal staff.Make complex and detailed travel arrangements using a travel agency and Concur (online travel booking tool).Manage multiple tasks with a high degree of efficiency and discretion.Support marketing efforts and conduct background and bio research as needed.Collaborate with the Catering Manager or OS catering support team to support onsite client and team meetings.Provide comprehensive administrative support to several Investment Directors and the Investment Team:Create and maintain Box files for the team.Schedule conference rooms and provide support for internal and external meetings in Outlook and in person.Serve as a virtual support resource for MS Teams, Webex, and Zoom as needed on behalf of the Investment Team.Monitor MS Teams channels for team requests.Conduct research via CA Home and the Internet.Prepare and reconcile timesheets, expense reports, and Amex statements.Schedule manager meetings, coordinating with meeting planners.Retrieve 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.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.Work closely with the Administrative Manager to mentor and train team members.Perform special projects and assume 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, and Webex is 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.Initiative to forge productive cross-team/department relationships with high-frequency touchpoints.Excellent writing and proofreading skills with an emphasis on accuracy, spelling, punctuation, and grammar.Strong verbal skills with the ability to listen and mentor others.Must be able to maintain a high degree of confidentiality.Ability to communicate effectively across offices, with clients, and other CA departments, and interact effectively in a service-oriented environment.
Salary Range: $73k-90k
Want to learn more?
Click HERE to learn more about how Cambridge Associates
lives our firm values
every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
Click
HERE
to learn more about Cambridge Associates
invests in diversity and inclusion.
(https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
Click
HERE
to learn more about our commitment to
Corporate Social Responsibility . (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
EQUAL OPPORTUNITY EMPLOYMENT
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.
OUR CULTURE
Cambridge Associates believes culture is central to your success and ours.
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
o We foster an
inclusive
and
diverse
environment that enables
all individuals
to engage and
bring their full selves to work.
OUR CLIENTS
Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
Cambridge Associatesbelieves we do our best when you do your best.
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
But enough about us.
Tell us about YOU
o Are you a
bold individual
seeking an opportunity to contribute to a
value-based, collaborative environment
in some of the most exciting cities around the globe?
o Are you eager to work for an organization committed to
diversity, inclusion, sustainability, and Corporate Social Responsibility ?
o Do you strive to work in an environment that encourages
innovation and teamwork ?
o Are you a
thought leader
who cares about
making a difference in the world
while contributing to an
amazing culture ?
o Do you value a
challenging professional opportunity
where you can
leverage your skills , gain a
valuable foundational in finance and investment , and build a
long-term career development plan ?
o Are you seeking a
competitive salary
a
robust and comprehensive benefits program , and a variety of
attractive benefits and perks ?
o Do you excel at:
serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?
Senior Administrative Assistant
The Opportunity
The Senior Administrative Assistant will perform a wide variety of administrative functions for an assigned group, which may include Investment Directors, Investment Associates, and department staff. In addition to standard administrative duties, the Senior Administrative Assistant will take on high-level responsibilities such as conducting research, creating materials, preparing correspondence, and managing special projects. The role requires excellent judgment, innovative thinking, and a proactive approach to contributing to the team, clients, and the firm. The Senior Administrative Assistant may also mentor staff and assume leadership roles.
Principal Duties
Work closely and effectively with Investment Directors and the Investment Team to keep them well-informed of commitments and responsibilities, addressing conflicts, and following up proactively.Extensive calendar management: schedule numerous internal and external meetings, coordinating heavily with internal staff.Make complex and detailed travel arrangements using a travel agency and Concur (online travel booking tool).Manage multiple tasks with a high degree of efficiency and discretion.Support marketing efforts and conduct background and bio research as needed.Collaborate with the Catering Manager or OS catering support team to support onsite client and team meetings.Provide comprehensive administrative support to several Investment Directors and the Investment Team:Create and maintain Box files for the team.Schedule conference rooms and provide support for internal and external meetings in Outlook and in person.Serve as a virtual support resource for MS Teams, Webex, and Zoom as needed on behalf of the Investment Team.Monitor MS Teams channels for team requests.Conduct research via CA Home and the Internet.Prepare and reconcile timesheets, expense reports, and Amex statements.Schedule manager meetings, coordinating with meeting planners.Retrieve 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.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.Work closely with the Administrative Manager to mentor and train team members.Perform special projects and assume 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, and Webex is 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.Initiative to forge productive cross-team/department relationships with high-frequency touchpoints.Excellent writing and proofreading skills with an emphasis on accuracy, spelling, punctuation, and grammar.Strong verbal skills with the ability to listen and mentor others.Must be able to maintain a high degree of confidentiality.Ability to communicate effectively across offices, with clients, and other CA departments, and interact effectively in a service-oriented environment.
Salary Range: $73k-90k
Want to learn more?
Click HERE to learn more about how Cambridge Associates
lives our firm values
every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
Click
HERE
to learn more about Cambridge Associates
invests in diversity and inclusion.
(https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
Click
HERE
to learn more about our commitment to
Corporate Social Responsibility . (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
EQUAL OPPORTUNITY EMPLOYMENT
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.