Administrative Assistant to the Private Client Group
$100,000–$120,000 year
On-siteSan Francisco, California, United States
Job Summary
Administrative Assistant to the Private Client Group at Dodge & Cox supporting the Head of Private Client Service, Client Portfolio Managers, and Client Service Associates. Serves as an administrative business partner by managing calendars, coordinating client meetings end to end (including scheduling, AV/setup, catering, and guest registration), preparing client-meeting materials in PowerPoint/Excel/Seismic, and maintaining CRM data. Acts as operational glue across CPMs, CSAs, and broader group, handles travel planning and expense processing in Workday, manages recurring client reporting, and supports adoption of M365 and AI tools. Collaborates with RFP, Performance, IT, Communications, Legal, and Compliance teams, and other Administrative Assistants as needed, while staying current on firm processes and technology and providing coverage and mutual support within the admin team.
Required Qualifications
- Proven experience supporting senior, client-facing professionals
- Excellent written and verbal communication skills with strong proofing and editing
- Highly organized, detail-oriented, reliable, curious, proactive, and service-oriented
- Resourceful and solutions-oriented, comfortable navigating ambiguity
- Collegial and collaborative, able to work independently and as part of a team
- Strong emotional intelligence and ability to solicit input and feedback
- Enthusiasm for continuous learning and building skills to improve effectiveness
- Trusted with confidential and sensitive client and financial information, exercising discretion
- Four-year college degree preferred (B.A. or B.S.)
- 5+ years supporting a client team in a financial institution is a plus
- Proficiency with Microsoft Office suite (PowerPoint, Excel, Word), Adobe Acrobat, and collaborative tools (SharePoint, M365); comfortable with Seismic and CRM systems
- Fluency with AI tools such as Copilot, Claude, and Gemini, and ability to apply them to daily tasks
- Able to quickly learn and adopt new database and software systems
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