Administrative Assistant

Bessemer Trust is a family office focused on private wealth management, overseeing $250 billion in assets for ultra-high net worth clients. The Administrative Assistant will provide essential administrative support to the Client Advisory and Office Management Team, ensuring seamless communication and organization within the office.ResponsibilitiesScreen incoming communications and route for action and follow-upCommunicate with both internal and external contacts including significant prospect and client relationshipsDraft and proof standard correspondenceEstablish effective working relationships with colleagues and external contactsThis role may be required to provide flexible support to other Managers as requiredAssist with bookkeeping and accounting for various client transactionsComprehensive organization of meetings and luncheons as neededDetailed calendar management and coordination of travel arrangementsPrepare and submit expense reports in a timely mannerWelcome and assist guests visiting the officeProvide general support to the Office Manager as neededHandle routine communication with clients and their advisors via telephone, email, and faxDocument written and verbal client interactions in SalesforcePrepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as neededFile correspondence and other documents in internal databasesProvide general support to the Client Advisory Team as neededCollaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to BessemerPerform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policiesProcess client remittances and bill paymentsSkillsBachelor's DegreeExcellent oral and written communication skillsAdaptable and versatile skill setStrong attention to detailExperience with SalesforceExperience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Thoughtful interpersonal skillsComfort working within a teamBenefitsMay be eligible to participate in the relevant business unit’s incentive compensation planEligible employees may participate in a 401(k) program with a generous profit-sharing contributionMedical, prescription dental, and vision coverageLife insuranceDisability coveragePaid holidaysVacationSick timeCompetitive base salary plus discretionary annual bonus for select positionsA 401(k) plan with a generous annual profit-sharing contributionPersonalized development and career opportunities, including tuition reimbursement supportComprehensive medical, dental, and vision plans with zero contributions for employee coverageEmployee assistance (EAP) and wellness programsHybrid work environment: 60% in office, 40% remote for most positionsPaid time off and paid parental leaveEmployer-paid life insurance and short- and long-term disability coverageLegal services and financial wellness plans at no cost to employeesCompany OverviewBessemer Trust is an investment management, wealth planning, and client service. It was founded in 1907, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.bessemertrust.com/.



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