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
Skills and Qualifications:
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
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
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.