Dodgeandcox

Dodgeandcox

Administrative Assistant to the Private Client Group

San Francisco Office

Sponsorship not specified$100k-$120kDetected 25 days ago
CRMExcelLogisticsCommunicationPublic SpeakingOrganizational SkillsMicrosoft OfficeSharePoint

About the role

  • By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics.
  • Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Responsibilities

  • Partner with the Head of Private Client Service on department-level needs and initiatives and support the Private Client Group on a variety of client-related projects.
  • Own calendaring and prioritization for the CPMs, protecting their time for client and investment work.
  • Partner with the RFP, Performance, IT, Communications, Legal, and Compliance teams, as well as Administrative Assistants across the firm as needed for specific projects.
  • Manage recurring client reporting including monthly and quarterly client materials.
  • Maintain and troubleshoot the department's collaborative tools (Teams, the SharePoint site, and other shared platforms) and devices, and submit technology service requests on behalf of the team.
  • Stay current on firm processes and technology, and support adoption of M365 and AI tools.
  • Perform routine administrative tasks, such as preparing FedEx/USPS labels, copying, scanning, and faxing.
  • Resourceful and solutions-oriented, comfortable navigating ambiguity and building a cross-firm network to find answers

Requirements

  • Excellent written, verbal, and interpersonal communication, including the ability to interact effectively with CPMs, CSAs, clients, and colleagues within and across departments
  • The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
  • By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy
  • Ideal Candidate Profile

Nice to have

  • Four-year college degree preferred (B.A. or B.S.)
  • 5+ years supporting a client team in a financial institution is a plus

Compensation

  • The salary range for this position is $100k - $120k.

Benefits

  • Coordinate team and holiday events as needed.
  • Provide coverage and mutual support across the admin team.
  • Flexible and steady under pressure, able to manage multiple priorities and meet tight deadlines

Company info

  • Collegial and collaborative, able to work both independently and as part of a team
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This listing is sourced directly from Dodgeandcox's careers page and normalized into a canonical job model.