Associate, Office Coordinator & Executive Assistant

Direct message the job poster from 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. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,
* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description – Associate, Office Coordinator & Executive Assistant

This role is responsible for overseeing the office experience for employees, managing facilities operations, and handling various administrative and fiduciary support duties. The ideal candidate will serve as the primary liaison between employees, facilities management, and executive leadership, ensuring a seamless and engaging workplace experience.

Office Experience – 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.
• Serve as the primary liaison between Cresset Office Experience and Executive Management.
• Organize weekly office lunches, including scheduling, ordering, setup, and cleanup.
• Plan and coordinate employee birthday and anniversary celebrations and gifts.
• Organize and execute office events.
• Assist with new hire and termination paperwork, maintaining related checklists.
• Manage the Outlook vacation calendar and compliance-mandated vacation tracking.
• Communicate personnel updates, including illness, bereavement, and celebrations.

Office Experience - Facilities Management

• Act as the primary liaison with building management and maintenance personnel, including managing building access cards.
• Coordinate with parking vendors for access card distribution and cancellations.
• Implement the Office Safety Warden program, including first aid/CPR/AED training.
• Oversee emergency preparedness drills and activities.
• Coordinate holiday gifts, cards, and office decorating.
• Circulate building and local traffic updates to employees.
• Prepare and distribute bi-weekly office updates.
• Maintain historical personnel files and ensure compliance with record retention policies.
• Serve as the primary backup to the Client Experience Coordinator.
• Provide executive and administrative support to our Co-Founder and Co-Chairman, serving as the primary point of contact for internal and external matters pertaining to the leader’s business and office management
• Complete a broad variety of administrative tasks including calendar management of appointments and travel, complete expense reports, compose and prepare correspondence that is sometimes confidential, arrange complex and detailed travel plans, itineraries, and agendas
• Provide a bridge for smooth communication between leaders and internal departments; demonstrate leadership to maintain credibility and trust.
• Prioritize conflicting needs; handle matters expeditiously, proactively, and follow-through on assignments to successful completion, often with deadline pressure.
• Create compelling and well-organized presentations and reports by gathering and compiling information.
• Partner and collaborate with Executive Assistants and Office Experience team on onsite and offsite events and activities.
• Perform other administrative duties as assigned or required.

Education and Experience Requirements:

• Bachelor's degree preferred but not required
• Strong work tenure:
  At least 5+ years of experience working in a professional services environment
• Minimum of two years of…