Associate, Office Coordinator And Administrative Assistant

Position: 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

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.