Senior Administrative Assistant

CAREERS THAT CHANGE THE WORLD

OUR CULTURE

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.

oWe foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.

OUR CLIENTS

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

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.

oAre 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?

oAre you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility ?

oDo you strive to work in an environment that encourages innovation and teamwork ?

oAre you a thought leader who cares about making a difference in the world while contributing to an amazing culture ?

oDo 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 ?

oAre you seeking a competitive salary a robust and comprehensive benefits program , and a variety of attractive benefits and perks ?

Position :

Senior Team Assistant

Department :

Administrative Services

Status :

Non-exempt, Full Time

Reports to :

Administrative Manager

Office : Arlington

Arlington

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.

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 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 Catering Manager or OS catering support team to support onsite Client and team meetings
• Provide administrative support to several Investment Directors and Investment Team :

oCreate and maintain Box files on behalf of the team

oSchedule conference rooms, provide internal and external meeting support in Outlook and in person

oServe as a virtual support resource for MS Teams, Webex and Zoom as needed and on behalf of Investment Team

oMonitor MS Teams Channels for team requests

oResearch information via CA Home and Internet

oPrepare and reconcile timesheets, expense reports, and Amex statements

oSchedule manager meetings involving coordination with meeting planners

oPull manager comments, manager quarterly letters, and factsheets for Investment Team as needed

oMaintain Client Contacts in CRM Dynamics

oOrganize and manage business contacts in Outlook on behalf of Investment Directors

oCommunicate and ensure the Firm’s standards for formatting are applied to all correspondence, presentations, and materials

oPrepare materials for yearly conferences and speaking engagements

oPrepare 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

• 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, 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.
28 days ago