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Executive Assistant
4 months ago
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?
The Opportunity
The Executive Assistant position provides comprehensive, proactive and confidential organizational and administrative support to the head of Global Endowments & Foundations, 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, draft correspondence, support business development activities including managing CRM entries and running reports, and interface with staff, leadership and clients on behalf of the Executive.
Principal Duties
· Demonstrate intuitive and proactive behavior in preparing the Executive and others for daily responsibilities and 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 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).
· Exercises well-developed interpersonal skills and good judgement to move a conversation or an effort to satisfactory conclusion.
· Willingness to be an early adopter of firm changes often leading by example and assisting where applicable.
· Identify process gaps within team and develop strategies to address.
· Perform special projects and assume certain responsibilities as assigned by the Administrative Manager or Practice Management Team.
· Provide administrative support to CA Leadership team, Practice Management teams and Investment Directors:
o Schedule conference rooms and arrange client meetings that often involve catering.
o Schedule manager meetings involving coordination with meeting planners.
o Ensure that technology is appropriate and functional for meetings, conference calls, and videoconferences.
o Prepare timesheets, expense reports, and Amex statements.
o Maintain Client Contacts and Marketing Lists in CRM Dynamics.
o Research information via CA Home and Internet.
o Communicate and ensure the Firm's standards for formatting are applied to all correspondence, presentations, and materials.
o Create and maintain files.
o Type, revise, edit, and proofread various documents and prepare materials for client books.
o Prepare mailing labels.
· Provide administrative assistance to Investment Associates as needed.
· Place online food/catering orders and catering/meal set-up.
· 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.
Qualifications
· 5 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, 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 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.
