Administrative Assistant to Compliance and Risk Management Departments

Reposted 11 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
100K-120K Annually
Senior level
Financial Services
The Role
The Administrative Assistant will support Compliance and Risk Management teams by managing schedules, coordinating meetings, handling travel arrangements, and performing various general office duties with attention to detail and confidentiality.
Summary Generated by Built In

Dodge & Cox is seeking a flexible, self-motivated Administrative Assistant to support our Compliance and Risk Management Departments. The successful candidate will be primarily responsible for performing general office duties, including, but not limited to: scheduling and calendar management, coordinating internal and external meetings, coordinating document review and tracking, record keeping, and arranging travel. This person must be highly professional, discreet, maintain a positive demeanor and strict adherence to confidentiality. As an Administrative Assistant to the Compliance and Risk Management Departments, this person will work closely with all members of the Compliance and Risk Management teams as well as Administrative Assistants and departments across the firm. The role requires strong attention to detail, excellent communication skills, and an ability to work in a collaborative team atmosphere.

Key Responsibilities
  • Organize and schedule meetings and training events (including the Annual Compliance meeting) in alignment with priorities and matters requiring immediate attention
  • Maintain and monitor teams’ calendars
  • Prepare, gather, distribute meeting materials and agendas
  • Track/coordinate the review of policies and procedures (Compliance Manual) and other documents; including - but not limited to - client requests, RFP requests, and various other requests
  • Prepare conference rooms and assist with set up of AV and videoconferencing, including running and moderating virtual meetings
  • Organize lunches, order catering, and plan and arrange holiday and team events
  • Prepare, edit, and proofread documents, including - but not limited to - correspondence, presentations, memoranda, minutes, and procedures.
  • Perform routine administrative tasks such as preparing FedEx/USPS labels, running redlines, filing, copying, scanning, and faxing
  • Arrange international and domestic travel, including location tracking, preparing conference registrations, and processing expense reports via Workday, and collaborating with other Administrative Assistants for multi-person trips, as needed
  • Maintain and troubleshoot the Compliance and Risk Management Departments’ Teams Channels, SharePoint sites, and OneNote(s).
  • Support team members in the adoption of new technology and software, including AI
  • Serve as an internal liaison for Dodge & Cox employees for matters/questions related to Compliance and Risk Management.
  • Update job knowledge and skills by participating in training and educational opportunities, as appropriate
Qualifications
  • Four-year college degree preferred
  • Minimum of five years of experience in a related position in the financial services industry
  • A positive attitude, ability to adapt quickly to change, and a willingness to take on new projects
  • Demonstrated ability to follow work processes, manage multiple priorities calmly under pressure, meet deadlines, and to take independent initiative within areas of responsibility
  • Highly organized, keen attention to detail, service-oriented, responsible, reliable, proactive, and team-oriented
  • Strong attention to detail
  • Enthusiasm for continuous learning and building skills to improve effectiveness and efficiency
  • Sound judgment and discretion, i.e., ability to keep information confidential
  • Excellent written, verbal and interpersonal communication skills, including the ability to interact effectively with other employees and company management
  • High proficiency with Microsoft Office (Teams, OneNote, Word, Excel, PowerPoint, Outlook), SharePoint and Adobe Acrobat
  • The ability to quickly learn and use new database and software systems
  • Experience working with and troubleshooting multiple devices and operating systems

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.  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. 

The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws.  This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy

All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Skills Required

  • Four-year college degree
  • Minimum of five years of experience in a related position
  • High proficiency with Microsoft Office and related software
  • Excellent written, verbal and interpersonal communication skills
  • Strong attention to detail
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The Company
470 Employees
Year Founded: 1930

What We Do

Investment management is Dodge & Cox’s only business. We are focused on providing U.S., global, international, and emerging markets equity; fixed income; and balanced account management. Strategies: Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus, conduct our own research, and employ a rigorous price discipline. Our approach is research-intensive; decisions are based on individual company analysis by our team of investment professionals. Fixed Income — Dodge & Cox’s philosophy is to construct and manage a high average quality portfolio of securities that are selected through bottom-up, fundamental analysis. We believe that by combining fundamental research with a long-term investment horizon it is possible to uncover and act upon inefficiencies in the valuation of market sectors and individual securities. Balanced — Our objective in managing balanced accounts is to provide regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Our strategy is to invest in a diversified portfolio of stocks and fixed income securities. Offerings: Dodge & Cox Funds — Dodge & Cox offers U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities. Private Client Accounts — The private client group serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts. Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate. To view our U.S. Terms and Conditions of Use, visit: dodgeandcox.com/individual-investor/us/en/terms-and-conditions-of-use.html Non U.S. Investors: Please visit dodgeandcox.com and select the country you live in

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