What are the responsibilities and job description for the Associate, Administrative Services (Global Client Group) position at Dimensional Fund Advisors?
Job Description
This position will be responsible for a variety of administrative duties working with the US Administrative team to support the Global Client Group.
Responsibilities
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
This position will be responsible for a variety of administrative duties working with the US Administrative team to support the Global Client Group.
Responsibilities
- Create and process expense reports
- Book conference rooms, organize meetings
- Coordinate domestic travel arrangements
- Assist with planning internal and external meetings and events and act as a company representative
- Fulfill all collateral requests via Mimeo, in house binding, or warehouse orders for presentation decks or Dimensional marketing materials
- Participate in several weekly rotational duties that support all Global Client Group Channels (i.e., Dimensional client site access)
- Various administrative tasks and projects as assigned
- Able to bring positive energy to all situations and interactions
- Strong communication skills, both verbal and written
- Strong organizational skills and an unwavering attention to detail
- Able to work well in a team-oriented environment
- Self-starter who can juggle multiple tasks at once through effective time management
- Can identify needs proactively and offer solutions
- Proficient in Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)
- Bachelor's degree and some administrative experience preferred
- Experience with online expense reporting tools; Concur is preferred
- Experience planning meetings and events
- CRM experience a plus, specifically Microsoft Dynamics
- Familiarity with Microsoft SharePoint a plus
- Familiarity with investment advisory or mutual fund operations a plus
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.