Team Assistant Jobs in San Ramon, CA (NOW HIRING)

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 outperformance 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 www.cambridgeassociates.com.

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 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.

Base salary range for this role:

Pay Range Minimum:

81070

Pay Range Maximum:

105380

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The 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.