Associate, Office Coordinator

About the position

Cresset 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 Dallas office. 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.

Responsibilities

• Needed in the office 5 days a week from 8am-5pm
• Welcoming visitors in a warm and friendly manner
• Answering and directing phone calls in a polite and friendly manner
• Taking and ensuring messages are passed to the appropriate team member
• Performing ad-hoc administrative duties

Requirements

• 2+ years of work experience in an office environment; Bachelor's degree a plus
• Proactive skills: has the emotional skill set to interact with clients who have high expectations and demands
• Meticulous attention to detail and follow-through and an ability to perform tasks with a high degree of accuracy and efficiency
• Excellent communication skills, both written and oral
• Strong organizational, communication, leadership, and interpersonal skills
• Must be a team player willing to contribute in a variety of ways to broader Cresset team
• Ability to develop and maintain collaborative relationships internally and among clients
• Ability to manage sophisticated, complex and challenging situations from origination to completion
• Ability to exercise judgment in managing confidential or sensitive information
• Demonstrated passion for delivering exceptional client service
• High 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 plus
• General comfort level with Internet/intranet usage and ability to learn proprietary software and databases
• Must 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 culture

Benefits

• Competitive compensation package including a discretionary bonus program
• Medical, dental, vision, life insurance
• 401(k) retirement plan
• Health savings accounts
• Short and long-term disability insurance
• Voluntary critical and accident insurance
• Pre-tax parking and transportation programs
• All employees receive equity in Cresset