Senior team assistant

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 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. 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: multi-tasking, interfacing with internal customers, and problem solving? THE OPPORTUNITY 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. RESPONSIBILITIES 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 Concur (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 Office Services team to support onsite Client and team meetings Provide administrative support to several Investment Directors and Investment Team: Create and maintain Box files on behalf of the team Schedule conference rooms, 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 and on behalf of Investment Team Monitor MS Teams Channels for team requests Research information via CA Home and Internet Prepare and reconcile timesheets, expense reports, and Amex statements Schedule manager meetings involving coordination with meeting planners Pull manager comments, manager quarterly letters, and factsheets for 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 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 Demonstratable experience in an administrative/secretarial role 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.