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    Executive Assistant to the President - San Francisco, United States - Cresset

    Cresset
    Cresset San Francisco, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    About Cresset

    Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset's inception in 2017, the firm has grown to over 450 team members in more than twenty offices throughout the United States. Cresset ranks #9 on Barron's list of the top 100 RIA firms.

    Executive Assistant

    Our company is actively seeking an Executive Assistant to our President & COO. In this role, you will be providing executive support and serving as the primary point of contact for internal and external matters pertaining to the President & COO. The ideal candidate will be creative and enjoy working within a small, entrepreneurial environment that is mission and results driven. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The ideal candidate will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a wide variety of activities and confidential matters with discretion.

    Job responsibilities include, but are not limited to:

    • Completes a broad variety of administrative tasks for her including: Managing an extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings.
    • Plans, coordinates and ensures her schedule is followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations for direct access to her time and office.
    • Communicates directly, and on behalf of the President & COO, with Cresset leadership team, staff, and others, on matters related to her initiatives.
    • Researches, prioritizes, and follows up on incoming issues and concerns addressed to her, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response.
    • Provides a bridge for smooth communication between her office and internal departments; demonstrating leadership to maintain credibility, trust and support with Cresset's leadership team.
    • Works closely and effectively with her to keep him well informed of upcoming commitments and responsibilities, following up appropriately.
    • Provides leadership to build relationships crucial to the success of the organization and manages a variety of special projects for her, some of which may have organizational impact.
    • Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures activities stakeholders, including leadership team and staff.
    • Performs other administrative duties as assigned or required.

    Qualifications:

    • Expert level written and verbal communication skills
    • Demonstrated proactive approaches to problem-solving with strong decision-making capability
    • Meticulous attention to detail and follow-through; perform tasks with high degree of accuracy and efficiency
    • Highly resourceful team-player, with the ability to also be extremely effective independently
    • Proven ability to manage confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
    • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
    • Forward looking thinker, who actively seeks opportunities and proposes solutions
    • Demostrates respect for all individuals at all times
    • Comfortable working in a start-up environment
    • Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and to interpret rules and guidelines flexibly to enhance the business and in keeping with Cresset's values and culture

    Education and Experience Requirements:

    • Bachelor's degree required
    • Strong work tenure: At least 5 years of experience supporting C-Level Executives
    • Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat

    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. Aligning employee and organizational interests, 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.

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