Associate, Client Administration

Cresset; Dallas (TX); On-site; USD 54,000 - 78,000; Full time

Benefits offered by this job

Equity in Cresset

Medical, dental, vision

401(k) retirement plan

Pre-tax parking and transportation

Job summary

Cresset is seeking an experienced Associate, Client Administration to support the Partner Advisory team in Dallas. The role emphasizes polished professional presence, initiative, and meticulous attention to detail.

Responsibilities include calendar and travel coordination, contact and database management, document preparation, event support, and front-desk assistance. Proficiency in MS Office, Excel, and PowerPoint is required; Salesforce and Expensify are a plus. Competitive benefits apply.

Qualifications

• 3+ years in administrative support for management professionals in financial services
• Travel arrangements experience without an agent to coordinate flights, hotels, and ground transport
• Proficient in MS Office, especially Outlook for calendars and contacts
• Excel (intermediate-advanced) for tables, charts, and graphs; PowerPoint for polished presentations
• Experience with Salesforce and Expensify a plus
• Strong time management, organization, and proactive support for multiple team members
• Discretion and professional communication with internal/external partners

Responsibilities

• Manage multiple calendars, email, and travel arrangements
• Keep Outlook contacts up to date with business and personal contacts
• Update and manage database of contacts and relationships; track meeting activity
• Prepare documents and presentations; coordinate binding and materials with receptionist
• Organize electronic and paper documents; maintain folder structures
• Assist with organizing company events, client gifts, and promotional items
• Compile weekly reports from multiple sources and maintain project records
• Provide front desk and phone coverage when needed; set up Zoom/Teams calls
• Prepare and submit team expense reports

Skills

MS Office

Outlook

Excel

PowerPoint

Salesforce

Expensify

Time management

Tools

Salesforce

Expensify

Job description

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.

Proudly owned by our clients and employees, 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 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.

Job Description

Cresset seeks an experienced Associate, Client Administration to support the Partner Advisory team. Candidates must be polished and professional, show initiative and enthusiasm for administrative work, and have excellent attention to detail.

Key Responsibilities

• Manage multiple calendars, email communication, and travel arrangements
• Keep current Outlook contacts up to date with business and personal contacts
• Manage the database by entering contacts and relationships and tracking all correspondence and meeting activity
• Prepare documents including drafting correspondence and presentation packaging (including binding and working with receptionist to order presentation materials)
• Maintain department documents, both electronically and hard copy, including organizing folder structures in the document management system in accordance with document retention procedures
• Work with Executive Assistants and Partner Advisory Team to organize a wide variety of company sponsored events, client and promotional gifts
• Update and distribute weekly reports, consolidating information from multiple parties and maintain ongoing records of special projects
• Help provide front desk coverage when receptionist is away from desk
• Provide phone coverage for the team
• Set up Zoom/Team calls, prepare rooms for meetings, greet visitors for meetings
• Prepare and submit expense reports for team members

Qualifications

• 3+ years of administrative experience supporting management level professionals, ideally within the financial services industry, representing the department with a polished professional presence and excellent communication skills
• Experience making travel arrangements without an agent to coordinate airlines, hotels, and ground transportation
• Highly proficient in MS Office, including using Outlook to manage multiple calendars and contact lists
• Intermediate to advanced proficiency in Excel with ability to create tables, charts, and graphs
• Intermediate to advanced proficiency in PowerPoint to produce polished presentations
• Experience using Salesforce and Expensify a plus
• Excellent time management and organization skills including the ability to prioritize, support, and anticipate the needs of several team members with initiative and enthusiasm
• Demonstrates consistently positive interpersonal interactions with internal business groups and external partners with confidentiality

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. Aligning employee and organizational interests, all employees receive equity in Cresset.

Our Vision

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

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.