Job Description

About Cresset

Cresset is an award-winning, independent multi-family office and private investment firm. Our goal is to redefine the wealth experience by providing clients with access to top-tier talent, ideas, and investment opportunities traditionally 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 managing over $65 billion in assets. Recognized as a top RIA firm by Barron’s and Forbes, Cresset is committed to excellence in service and innovation.

Job Summary:

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.

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 – 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.
• Schedule periodic document destruction per record retention policies.
• 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.

Administrative Support

• Manage corporate records storage and document retention scheduling.
• Maintain written instructions and procedures for assigned responsibilities.
• Support the Report Task Force by printing, proofreading, and distributing client reports, verifying user setups, and managing digital archiving.
• Assist Accounting with document management in Laserfiche.
• Create and distribute agendas for bi-weekly administrative and interdepartmental meetings.
• Document and circulate notes from administrative team meetings.
• Manage physical trust files and perform administrative backup duties as needed.
• Assist with foundation grant requests, electronic uploads, and proofreading.
• Process fiduciary distributions, including check printing, verification, and ACH file releases.

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 two years of relevant administrative or office management experience.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Typing speed of 45+ words per minute with strong keyboard proficiency.

Physical Requirements

• Typical office environment: quiet, temperature-controlled, and well-lit.
• Work is primarily sedentary, performed at a desk with standard office equipment.
• Occasional standing, walking, bending, and carrying items up to 30 pounds.
• Ability to use stairs or elevators in a multi-floor office setting.
• Standard near vision, speech clarity, and speech recognition required.
• Occasional local or overnight travel 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. 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, all employees receive equity in Cresset.

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.

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