Executive Assistant chez Bessemer Trust

The Executive Assistant will support two Senior Fiduciary Counsel and one Fiduciary Officer in the Trust and Estate Department, and one Client Tax professional. The Executive Assistant may also provide backup support for the office receptionist. The successful candidate will demonstrate judgement, attention to detail, personal ownership, and organization. We are seeking a candidate with excellent communication, writing, editing, and multitasking skills. The candidate should be able to interface with all levels of colleagues, clients, and their advisors. The ability to work independently and with teams, convey a positive attitude, and to accept constructive feedback will be critical to this role. The responsibilities and preferred qualifications for this role are as follows.  

Responsibilities:

• Calendar management and coordination of multiple schedules (includes arranging resources – conference room, A/V, IT or Helpdesk).
• Coordinate travel (air, hotel, transportation).
• Process travel and expense reports.
• Manage and compose detailed correspondence.
• Organize meetings and luncheons as needed.
• Prepare outlines, charts, and other materials for internal and external use (e.g., client meetings, public presentations, speaking engagements)
• Draft minutes and agendas for Trust and Estate related committees and working groups.
• Facilitate initial estate plan review process; assist with developing flowcharts of client estate plans.
• Edit and proofread presentation materials, outlines, and client communications.
• Optimize use of Outlook, Excel, Word, PowerPoint, and other internal applications to maximize efficiencies.
• Establish effective working relationships with colleagues and external contacts.
• File correspondence and other documents in internal databases.
• May provide backup support to office receptionist (mail, FedEx, equipment setup, office supply management, meeting setup, etc.).

Preferred Qualifications:

• Bachelor’s Degree preferred.
• Highly proficient in MS Office Suite, Adobe, etc.
• Excellent written and verbal communication skills.
• Acute attention to detail.
• Proficiency in or willingness to learn additional computer applications: Concur, Salesforce, Bessemer proprietary systems

About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

• For 118 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here.
• To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

• 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

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.