Job Details
Level: Experienced
Job Location: San Francisco Office - San Francisco, CA
Position Type: Full Time
Salary Range: Undisclosed
Description
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's Office Experience team is seeking an Office Coordinator for our downtown San Francisco office. We are looking for a personable, proactive and highly organized professional who thrives wearing multiple hats and is experienced in handling a wide range of situations in a timely and effective manner. This individual will serve as the face of our office, ensuring a welcoming and seamless experience for all guests and employees. If you enjoy hospitality, event planning and have a passion for creating a vibrant community atmosphere, we'd love to meet you. (Please note: this role requires 5 days per week in the office from 8:00 - 5:00p.)
Primary Responsibilities (Guest Experience):
* Greet and welcome all visitors, ensuring a positive first impression to Cresset
* Deliver on Cresset's overall guest experience and hospitality standards by offering guest refreshments, escorting guests to meeting spaces and handling any needs or questions
* Manage incoming calls, emails and inquiries and directing them to the appropriate teams or individuals
* Maintain a presentable and sophisticated front and common office area (meeting rooms, break rooms, client-facing spaces)
Primary Responsibilities (Office Management):
* Oversee office supply inventory, ordering, stocking and organizing
* Manage incoming and outgoing mail and deliveries
* Provide general administrative office support to various departments as needed (i.e., printing or binding requests, shipping, ad-hoc gifting needs)
Primary Responsibilities (Event Planning):
* Organize and execute office programs that drive culture, community and team-building
* Organize giving back / volunteer events and activities for broader office
* Coordinate with vendors, caterers and external event partners
* Manage event timelines, budgets and communications to ensure successful execution
* Point of contact for VIP meetings ensuring meeting rooms, food & beverage and technology is ready for meeting and guests
Primary Responsibilities (Community Building):
* Foster a sense of community within the office by organizing employee engagement activities, in partnership with National Office Experience team, including team-building events, lunch and learns and social gatherings
* Proactively seek ways to enhance the office environment and promote a positive and collaborative workplace culture
Qualifications and Characteristics:
* 2+ years' experience in an office management, hospitality or event planning role
* Bachelor's degree a plus
* A proactive and resourceful attitude, with a commitment to creating a positive guest and employee experience
* Emotional skill set to interact with clients and Executives 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
* 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 exercise judgment in managing confidential or sensitive information
* Demonstrated passion for delivering exceptional client service
* 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
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program 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. 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.