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About the Role

Dodge & Cox is seeking an experienced Administrative Assistant to support the Private Client Group (PCG) team, functioning as an administrative business partner and strategic enabler to prioritize client needs and manage daily operations.

Responsibilities

• Partner with the Head of Private Client Service on department-level needs and initiatives.
• Support the Private Client Group on a variety of client-related projects.
• Own calendaring and prioritization for Client Portfolio Managers (CPMs), protecting their time for client and investment work.
• Coordinate internal and onsite client meetings end to end, including scheduling, conference-room and AV setup, catering requests, and guest registration.
• Prepare client-meeting presentations and materials in PowerPoint, Excel, Seismic, and firm data systems.
• Keep CRM data timely and accurate as the system of record, entering client information and resolving data gaps.
• Complete ad hoc requests from Client Service Associates (CSAs) so they can focus on client needs.
• Act as the operational glue across the CPMs, CSAs, and the broader group, keeping communication moving and the team in sync.
• Partner with the RFP, Performance, IT, Communications, Legal, and Compliance teams, as well as Administrative Assistants across the firm as needed for specific projects.
• Coordinate travel for offsite client meetings and conferences and process expense reports and location tracking in Workday.
• Manage recurring client reporting including monthly and quarterly client materials.
• Maintain and troubleshoot the department’s collaborative tools (Teams, the SharePoint site, and other shared platforms) and devices, and submit technology service requests on behalf of the team.
• Stay current on firm processes and technology, and support adoption of M365 and AI tools.
• Coordinate team and holiday events as needed.
• Provide coverage and mutual support across the admin team.
• Perform routine administrative tasks, such as preparing FedEx/USPS labels, copying, scanning, and faxing.

Requirements

• Proven experience supporting senior, client-facing professionals.
• Exceptional verbal and written communication skills, with strong proofing and editing skills.
• Highly organized, detail-oriented, reliable, curious, proactive, and service-oriented.
• Flexible and steady under pressure, able to manage multiple priorities and meet tight deadlines.
• Resourceful and solutions-oriented, comfortable navigating ambiguity and building a cross-firm network to find answers.
• Collegial and collaborative, able to work both independently and as part of a team.
• Strong emotional intelligence, comfortable proactively soliciting input and feedback from colleagues.
• Enthusiasm for continuous learning and building skills to improve effectiveness and efficiency.
• Trusted with confidential and sensitive client and financial information, exercising discretion and sound judgment at all times.
• 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

• Microsoft Office suite (PowerPoint, Excel, Word)
• Adobe Acrobat
• Collaborative tools (SharePoint, M365)
• Seismic
• CRM systems
• AI tools such as Copilot, Claude, and Gemini
• Database and software systems
• Proofing and editing

Location

• San Francisco

Work Type

• Full-time

Experience Level

• 5+ years supporting a client team in a financial institution is a plus

Education Level

• Four-year college degree preferred (B.A. or B.S.)

Salary/Compensations

• $100k - $120k

Benefits

• Coverage of 100% of all healthcare premiums for employees and their families
• Fully funding a retirement plan at 25% of the total compensation to the IRS limit

About the Company

• Founded in 1930 in San Francisco, Dodge & Cox is one of the world’s largest independently owned investment firms with over $475 billion in assets under management and 376 employees (as of January 31, 2026).
• We manage money for individuals and institutions globally with a single investment philosophy applied across a focused set of offerings.
• Undistracted by short-term product trends or asset gathering, we concentrate on serving our clients by adhering to our time-tested investment approach.
• We build investment portfolios using deep fundamental research, a strict price discipline, a long-term investment horizon, and team decision-making.
• Our engaging, collaborative environment pushes us to accomplish our best.
• That’s why many of us devote our careers to Dodge & Cox, ensuring stability and compounding our intellectual capital across generations.
• This institutional memory—combined with our collaborative culture and focused business model—makes us uniquely suited for long-term investing and enables us to continuously seek lasting value for our clients in a rapidly changing world.

Equal Opportunity

• 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.