Associate, Office Coordinator

About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm.Cresset is seeking an Associate, Office Coordinator in our Dallasoffice. We are looking for an energetic professional who thrives wearing multiple hats and is experienced in handling a wide range of situations and dealing with urgent matters in a timely and effective manner. It is critical the Office Coordinator be a self-motivated individual who is comfortable juggling multiple projects and is eager to foster and deepen relationships in order for Cresset to best serve its clients. They may also be involved in supporting key initiatives, ad hoc projects, and other efforts at the firm level.Primary Responsibilities:Needed in the office 5 days a week from 8am-5pmWelcoming visitors in a warm and friendly mannerAnswering and directing phone calls in a polite and friendly mannerTaking and ensuring messages are passed to the appropriate team member Performing ad-hoc administrative dutiesQualifications and Characteristics:2+ years of work experience in an office environment; Bachelor's degree a plusProactive skills: has the emotional skill set to interact with clients who have high expectations and demandsMeticulous attention to detail and follow-through and an ability to perform tasks with a high degree of accuracy and efficiencyExcellent communication skills, both written and oralStrong organizational, communication, leadership, and interpersonal skillsMust be a team player willing to contribute in a variety of ways to broader Cresset teamAbility to develop and maintain collaborative relationships internally and among clients Ability to manage sophisticated, complex and challenging situations from origination to completionAbility to exercise judgment in managing confidential or sensitive informationDemonstrated passion for delivering exceptional client serviceHigh degree of professionalism and flexibility in a demanding, fast-paced and frequently changing environment Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook; Salesforce experience is a plusGeneral comfort level with Internet/intranet usage and ability to learn proprietary software and databasesMust be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Cresset's values and cultureWhat We OfferCresset offers a competitive compensation package including a discretionary bonus program 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, all employees receive equity in Cresset. Equal Employment OpportunityIt 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.

Created: 2025-03-08