This position will be responsible for supporting 10 Regional Directors across 2 channels in our Charlotte office and working with the US Administrative team within 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, 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 investment advisory or mutual fund operations a plus
#LI-Hybrid
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.
What We Do
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.






