Associate, Client Administration

Cresset Capital•Dallas, TX

10h

About The Position

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.

Requirements

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
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

Nice To Haves

Experience using Salesforce and Expensify a plus

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