ASSOCIATE, OFFICE COORDINATOR AND ADMINISTRATIVE ASSISTANT

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.

Job Summary:

This role is responsible for overseeing the office experience for both clients and employees, including direct interaction with clients to ensure a welcoming and professional environment. It also involves managing facilities operations and handling administrative support duties. The ideal candidate will act as a liaison between clients, employees, and facilities management, ensuring a seamless, engaging, and well-coordinated workplace experience. This role requires the employee to be on-site 5 days a week. This is not a remote or hybrid position.

Essential Duties & Performance Responsibilities – To perform this job successfully, an individual must be able to execute the following responsibilities effectively. Additional duties may be assigned as needed.

Office Experience – Client & Employee Support

• Coordinate with HR and IT to onboard new hires, including preparing checklists, arranging gift baskets, setting up workstations and computers, and scheduling non-HR training.
• Maintain clean and organized office areas including conference rooms, kitchen/café area, stockroom, offices and desks
• Organize weekly office lunches, including scheduling, ordering, pick up, setup, and cleanup.
• Plan and coordinate employee birthday and anniversary celebrations and gifts.
• Plan, organize and execute office events.
• Communicate personnel updates, including illness, bereavement, and celebrations.

Office Experience - Facilities Management

• Act as the primary liaison with building management and maintenance personnel.
• Oversee emergency preparedness drills and activities including training (CPR, etc)
• Coordinate holiday gifts, cards, and office decorating.
• Circulating building updates to employees as needed.

Administrative Support

• Coordinate, schedule, and organize client meetings, including direct communication with clients for both Zoom and in-office appointments
• Notify building concierge of all client or Cresset visitors
• Setting up conference rooms for client meetings (in person or Zoom)
• Initiating Zoom or Teams for meetings and troubleshooting
• Maintain written instructions and processes for the office
• Prepare and distribute daily office meeting agendas.

Essential Knowledge & Skills – These requirements are representative of the knowledge, acquired skills, abilities, or certifications required to perform this job satisfactorily.

Education & Training

• High school diploma required, associate degree in business or related field preferred.

Skills & Experience

• Minimum of three years of relevant administrative or office management experience.
• Proficiency in Microsoft Outlook (especially outlook scheduling), Word, and Excel.
• Typing speed of 45+ words per minute with strong keyboard proficiency.

Physical Requirements

• Typical office environment: temperature-controlled, and well-lit.
• Standing, walking, bending, and lifting items up to 50 pounds.
• Ability to use stairs or elevators in a multi-floor office setting.
• Standard near vision, speech clarity, and speech recognition required.
• Occasional driving to local restaurants to pick up lunches or other items may be required.

What We Offer

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $70,000 - $75,000 per year. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

• Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.

**Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.