Job Details

Associate, Office Experience

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 optimizedintegrated, 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 firmone 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.

We are seeking an Office Manager to join our National Office Experience team in our San Francisco office, located at 101 California Street. This role is onsite five days per week (MondayFriday) and is responsible for overseeing the employee and guest experience, as well as managing facilities operations. As part of our broader Office Experience team, this individual will play a key role in fostering community and connection serving as a cultural anchor across our 20+ offices at Cresset.

Office Experience Guest Experience

• Oversee the Front-of-House experience for a 60-person office, ensuring every client and guest feels welcomed and valued
• Personally greet and escort guests to meeting spaces, seamlessly coordinating arrivals and communications with hosts
• Partner with senior leaders and Wealth Advisors to thoughtfully plan and execute meeting experiences, including tailored food, beverage, and room setup
• Execute meeting preparation and service with a hospitality-driven approach, ensuring rooms are fully set, supported during meetings, and reset promptly afterward
• Maintain a consistently polished, organized, and client-ready front-of-house and meeting space environment at all times.

Office Experience Employee Support

• Coordinate with HR and IT to onboard new team members, including preparing checklists, arranging welcome gifts, setting up workstations and computers.
• Organize weekly office lunches, including scheduling, ordering, setup, and cleanup.
• Plan and coordinate employee birthday, anniversary and special milestone celebrations.
• Organize and execute office events, including holiday team events, seasonal outings, and team volunteer events.
• Partner and collaborate with Executive Assistants and National Office Experience team on onsite and offsite events and activities.
• Manage the weekly office newsletter, informing employees of upcoming events, important dates and reminders, and building communications.

Office Experience - Facilities Management

• Maintain exceptional common spaces including kitchens, breakrooms, and copy areas ensuring they are consistently clean, well-stocked, and inviting
• Proactively manage inventory and ordering of supplies, snacks, and beverages
• Act as the primary liaison with building management and maintenance personnel, including managing building access cards, repairs and maintenance needs.
• Coordinate with parking vendors for access card distribution and cancellations.
• Oversee emergency preparedness drills and activities.

Qualifications

Education and Experience Requirements:

• Bachelor's degree preferred but not required
• At least 5 8 years of experience working in a professional services environment
• Expertise in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat

Skills & Experience:

• Strong written and verbal communication skills
• Proactive, solutions-oriented thinker with sound judgment
• Detail-oriented with strong execution and follow-through
• Highly organized, able to multitask and meet deadlines in a fast-paced environment
• Resourceful team player who works well independently
• Discreet with confidential information; committed to exceptional client service
• Adaptable, professional, and comfortable in an entrepreneurial environment

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. Starting base salary range: $90,000 - $125,000. 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.