ASSOCIATE, OFFICE COORDINATOR

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.

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 among the nation's top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

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.

Key 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
• Serve as point of contact for IT when office issues arise
• Maintain the breakroom by organizing, cleaning, ordering supplies, and stocking

Qualifications

• 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

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. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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.

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.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

• Disclosures related to awards, recognitions, and rankings available here.
• Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos.

Wealth Optimized, Life Elevated refers to the firm's philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.