Cambridge Associates
Executive Assistant
Cambridge Associates, Boston, Massachusetts, us, 02298
CAREERS THAT CHANGE THE WORLDOUR CULTURECambridge 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 .We foster an
inclusive
and
diverse
environment that enables
all individuals
to engage and
bring their full selves to work.OUR CLIENTSCambridge 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 PEOPLECambridge Associates believes 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 .Tell us about YOUAre 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? Are you eager to work for an organization committed to
diversity, inclusion, sustainability, and Corporate Social Responsibility ? Do you strive to work in an environment that encourages
innovation and teamwork ? Are you a
thought leader
who cares about
making a difference in the world
while contributing to an
amazing culture ? 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 ? Are you seeking a
competitive salary , a
robust and comprehensive benefits program , and a variety of
attractive benefits and perks ? Do you excel at:
serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?Executive AssistantTHE OPPORTUNITYThe Executive Assistant provides comprehensive, proactive, and confidential organizational and administrative support to the Head of Global Private Client Practice, their Chief Operating Officer, and Operations Director. In addition to performing a wide variety of administrative tasks, the Executive Assistant will manage multiple work streams with a high degree of efficiency, accuracy, and discretion. Responsibilities include drafting correspondence, supporting business development activities, managing CRM entries, running reports, and interfacing with staff, leadership, and clients on behalf of the Executive.Principal DutiesDemonstrate intuitive and proactive behavior in preparing the Executive and others for daily responsibilities, being aware of important information and dates.Manage work streams and liaise internally with staff and externally with clients.Make complex and detailed travel arrangements using a travel agency and Concur (online travel booking tool), including scheduling flights, arranging other transportation, and booking appropriate accommodations as required.Extensive calendar management: schedule client, internal, and external meetings across multiple locations and time zones, involving heavy coordination with internal staff and other leadership executive assistants.Organize and schedule practice-wide meetings and events (in-person, virtual, and hybrid).Exercise well-developed interpersonal skills and good judgment to move conversations or efforts to satisfactory conclusions.Demonstrate willingness to be an early adopter of firm changes, often leading by example and assisting where applicable.Identify process gaps within the team and develop strategies to address them.Perform special projects and assume responsibilities as assigned by the Administrative Manager or Practice Management Team.Provide administrative support to CA Leadership team and Practice Management teams:Schedule conference rooms and arrange client meetings, often involving catering.Schedule manager meetings, coordinating with meeting planners.Ensure that technology is appropriate and functional for meetings, conference calls, and videoconferences.Prepare timesheets, expense reports, and Amex statements.Maintain client contacts and marketing lists in MS Dynamics.Conduct research via CA Home and the Internet.Ensure the firm’s standards for formatting are applied to all correspondence, presentations, and materials.Create and maintain files.Type, revise, edit, and proofread various documents and prepare materials for client books.Prepare mailing labels.Place online food/catering orders and manage catering/meal setup.Leverage MS Dynamics to create custom reports, maintain and edit staffing assignments and analytics, add comments, input notes, pull meeting prep, and proactively update contacts when new information is sourced.Qualifications5 or more years of Executive Assistant experience, preferably in professional services.BA/BS degree preferred.Advanced knowledge of MS Word, Excel (levels 1 and 2), PowerPoint, and Outlook is required. Experience with Adobe Acrobat, MS Teams, and Box is preferred. Experience with Asana is a plus.Ability to take ownership and complete projects with minimal direction.Ability to manage multiple work streams with rapidly changing priorities.Proactive approach to problem-solving with strong decision-making capability.Proven time management and organizational skills.Must be punctual and dependable.In-depth knowledge of administrative procedures and tools.Strong research, analytical, and problem-solving skills.Ability to use resources efficiently and effectively.Supports the values and goals of the firm by proactively finding areas to add value to the team, practice, department, and firm.Able to nimbly work to form relationships cross-office, resulting in more effective management of cross-office staffed teams and relationships with all levels.Strong verbal and listening skills.Excellent writing and proofreading skills are mandatory, with an emphasis on accuracy, spelling, punctuation, and grammar.Must be able to maintain a high degree of confidentiality.Want to learn more?Click
HERE
to learn more about how Cambridge Associates
lives our firm values
every day.Click
HERE
to learn more about how Cambridge Associates
invests in diversity and inclusion.Click
HERE
to learn more about our commitment to
Corporate Social Responsibility .EQUAL OPPORTUNITY EMPLOYMENTThe 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.
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your success is our priority .We foster an
inclusive
and
diverse
environment that enables
all individuals
to engage and
bring their full selves to work.OUR CLIENTSCambridge 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 PEOPLECambridge Associates believes 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 .Tell us about YOUAre 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? Are you eager to work for an organization committed to
diversity, inclusion, sustainability, and Corporate Social Responsibility ? Do you strive to work in an environment that encourages
innovation and teamwork ? Are you a
thought leader
who cares about
making a difference in the world
while contributing to an
amazing culture ? 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 ? Are you seeking a
competitive salary , a
robust and comprehensive benefits program , and a variety of
attractive benefits and perks ? Do you excel at:
serving internal and external clients, multitasking, portfolio operations and creating innovative solutions?Executive AssistantTHE OPPORTUNITYThe Executive Assistant provides comprehensive, proactive, and confidential organizational and administrative support to the Head of Global Private Client Practice, their Chief Operating Officer, and Operations Director. In addition to performing a wide variety of administrative tasks, the Executive Assistant will manage multiple work streams with a high degree of efficiency, accuracy, and discretion. Responsibilities include drafting correspondence, supporting business development activities, managing CRM entries, running reports, and interfacing with staff, leadership, and clients on behalf of the Executive.Principal DutiesDemonstrate intuitive and proactive behavior in preparing the Executive and others for daily responsibilities, being aware of important information and dates.Manage work streams and liaise internally with staff and externally with clients.Make complex and detailed travel arrangements using a travel agency and Concur (online travel booking tool), including scheduling flights, arranging other transportation, and booking appropriate accommodations as required.Extensive calendar management: schedule client, internal, and external meetings across multiple locations and time zones, involving heavy coordination with internal staff and other leadership executive assistants.Organize and schedule practice-wide meetings and events (in-person, virtual, and hybrid).Exercise well-developed interpersonal skills and good judgment to move conversations or efforts to satisfactory conclusions.Demonstrate willingness to be an early adopter of firm changes, often leading by example and assisting where applicable.Identify process gaps within the team and develop strategies to address them.Perform special projects and assume responsibilities as assigned by the Administrative Manager or Practice Management Team.Provide administrative support to CA Leadership team and Practice Management teams:Schedule conference rooms and arrange client meetings, often involving catering.Schedule manager meetings, coordinating with meeting planners.Ensure that technology is appropriate and functional for meetings, conference calls, and videoconferences.Prepare timesheets, expense reports, and Amex statements.Maintain client contacts and marketing lists in MS Dynamics.Conduct research via CA Home and the Internet.Ensure the firm’s standards for formatting are applied to all correspondence, presentations, and materials.Create and maintain files.Type, revise, edit, and proofread various documents and prepare materials for client books.Prepare mailing labels.Place online food/catering orders and manage catering/meal setup.Leverage MS Dynamics to create custom reports, maintain and edit staffing assignments and analytics, add comments, input notes, pull meeting prep, and proactively update contacts when new information is sourced.Qualifications5 or more years of Executive Assistant experience, preferably in professional services.BA/BS degree preferred.Advanced knowledge of MS Word, Excel (levels 1 and 2), PowerPoint, and Outlook is required. Experience with Adobe Acrobat, MS Teams, and Box is preferred. Experience with Asana is a plus.Ability to take ownership and complete projects with minimal direction.Ability to manage multiple work streams with rapidly changing priorities.Proactive approach to problem-solving with strong decision-making capability.Proven time management and organizational skills.Must be punctual and dependable.In-depth knowledge of administrative procedures and tools.Strong research, analytical, and problem-solving skills.Ability to use resources efficiently and effectively.Supports the values and goals of the firm by proactively finding areas to add value to the team, practice, department, and firm.Able to nimbly work to form relationships cross-office, resulting in more effective management of cross-office staffed teams and relationships with all levels.Strong verbal and listening skills.Excellent writing and proofreading skills are mandatory, with an emphasis on accuracy, spelling, punctuation, and grammar.Must be able to maintain a high degree of confidentiality.Want to learn more?Click
HERE
to learn more about how Cambridge Associates
lives our firm values
every day.Click
HERE
to learn more about how Cambridge Associates
invests in diversity and inclusion.Click
HERE
to learn more about our commitment to
Corporate Social Responsibility .EQUAL OPPORTUNITY EMPLOYMENTThe 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.
#J-18808-Ljbffr