Administrative Assistant to the Private Client Group

About the role

Dodge & Cox is seeking an experienced, dynamic, and self-motivated Administrative Assistant to support the Private Client Group (PCG) team.

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.
• Cook up internal and onsite client meetings end to end, including scheduling, conference-room and AV setup, catering requests, and guest registration.
• Prepare client-meeting presentations and materials in PowerPoint, Excel, Seismic, and firm data systems.
• Keep CRM data timely and accurate as the system of record, entering client information and resolving data gaps.
• Complete ad hoc requests from the CSAs so they can focus on client needs.
• Act as the operational glue across the CPMs, CSAs, and the broader group, keeping communication moving and the team in sync.
• Coordinate travel for offsite client meetings and conferences and process expense reports and location tracking in Workday.
• 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.
• Cook up team and holiday events as needed.
• Provide coverage and mutual support across the admin team.
• Perform routine administrative tasks, such as preparing FedEx/USPS labels, copying, scanning, and faxing.

Qualifications

• Proven experience supporting senior, client-facing professionals.
• Exceptional verbal and written communication skills, with strong proofing and editing skills.
• Highly organized, detail-oriented, reliable, curious, proactive, and service-oriented.
• Flexible and steady under pressure, able to manage multiple priorities and meet tight deadlines.
• Resourceful and solutions-oriented, comfortable navigating ambiguity and building a cross-firm network to find answers.
• Collegial and collaborative, able to work both independently and as part of a team.
• Strong emotional intelligence, comfortable proactively soliciting input and feedback from colleagues.
• Enthusiastic about continuous learning and building skills to improve effectiveness and efficiency.
• Trusted with confidential and sensitive client and financial information, exercising discretion and sound judgment at all times.

Pay

The salary range for this position is $100k - $120k. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration.

Benefits

Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit.