Associate, Administrative Services (Contractor)

Dimensional•Charlotte, NC

9d•Hybrid

About The Position

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.

Requirements

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

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