Senior Team Assistant

Senior Team Assistant page is loaded## Senior Team Assistant locations:
San Francisco time type:
Full time posted on:
Posted 2 Days Agojob requisition :
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 out performance 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 Fed Ex 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, Web Ex a plus  
• Proactive approach to…