Administrative Assistant
Bessemer Trust is a family office that specializes in private wealth management, overseeing substantial assets for high net worth clients. The Administrative Assistant will provide comprehensive administrative support to the Client Advisory and Office Management Team, ensuring efficient operations and exceptional client service.
Responsibilities
- 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
- Assist with bookkeeping and accounting for various client transactions
- 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
- 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
Skills
- Bachelor's Degree Preferred
- Excellent oral and written communication skills
- Adaptable and versatile skill set
- Strong attention to detail
- Experience with Salesforce is a plus
- Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred
- Thoughtful interpersonal skills and comfort working within a team
Benefits
- Eligible to participate in the relevant business unit’s incentive compensation plan
- 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
- 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