Administrative Assistant
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