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
Job Summary
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 include creating and processing expense reports, booking conference rooms, organizing meetings, and coordinating domestic travel arrangements.
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.
Matching Summary
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.
Skills & Requirements
Must-have
Process expense reports
Coordinate travel arrangements
Plan meetings and events
Fulfill collateral requests
Microsoft Office proficiency
Nice-to-have
Positive energy
Proactive problem-solving
Team-oriented environment
Unwavering attention to detail
Key Requirements
Bachelor's degree preferred
Administrative experience preferred
Experience with online expense reporting tools
CRM experience a plus
Familiarity with investment advisory operations a plus