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 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.