Bessemer Trust is a family office that manages substantial wealth for ultra-high net worth clients. The Administrative Assistant will provide comprehensive administrative support to the Client Advisory and Office Management Team, ensuring effective communication and organization within the team.

Responsibilities

• Screen incoming communications and route for action and follow-up
• Communicate with both internal and external contacts including significant prospect and client relationships
• Draft and proof standard correspondence
• Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required
• Assist with bookkeeping and accounting for various client transactions
• Comprehensive organization of meetings and luncheons as needed
• Detailed calendar management and coordination of travel arrangements
• Prepare and submit expense reports in a timely manner
• Welcome and assist guests visiting the office
• Provide general support to the Office Manager as needed
• Handle routine communication with clients and their advisors via telephone, email, and fax
• Document written and verbal client interactions in Salesforce
• Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed
• File correspondence and other documents in internal databases
• Provide general support to the Client Advisory Team as needed
• Collaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer
• Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies
• Process client remittances and bill payments

Skills

• Excellent oral and written communication skills
• Adaptable and versatile skill set
• Strong attention to detail
• Experience with Salesforce
• Experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Thoughtful interpersonal skills and comfort working within a team
• Bachelor's Degree

Benefits

• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and vision coverage
• Life insurance
• Disability coverage
• Paid holidays
• Vacation
• Sick time, subject to plan terms and Company policies
• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Company Overview