Bessemer Trust
Overview
The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer’s ultra-high net worth clients from our San Francisco office. The Administrative Assistant will provide seamless administrative support to the Client Advisory Team.
Responsibilities
Assist in preparation of account opening documentation and account profiles
Perform cash management functions and related transactions
Supervise and pay client bill payments
Prepare client presentation packages and reporting on client accounts using Excel, Word, PowerPoint
Effective expense report preparation and management
Optimum screening of incoming communications and routing for action and follow-up
Professional communication with both internal and external contacts including significant client and prospect relationships
Maintain Salesforce client records for the Client Advisory Team and manage external client mail merges, event invitations, and Salesforce reports
Comprehensive organization of internal and external meetings as needed
Retrieve and distribute mail, prepare FedEx shipments
Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support to other team members as required
Qualifications
Bachelor’s degree required
5-7 years in financial services, including experience with cash management and related functions
Proven ability to work well in and contribute to a team environment
Excellent organization and communication skills
Tact, discretion, confidentiality and good judgment in handling sensitive matters
Ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy
Excellent attention to detail and a sense of urgency and follow-through
Flexibility and adaptability to rapid changes in the daily work environment; resourcefulness in solving problems
Excellent computer skills (MS Office Suite, Visio, etc.)
Proficiency in or willingness to learn company applications: Salesforce, DMS, Longview, Atlas, and CMS
Salary, Incentives, and Benefits The base salary range for this position is $75,000 - $95,000. Actual salaries will vary based on skills, experience, and qualifications for the role. It is not typical for offers to be made at or near the top of the range.
The position may be eligible for a discretionary incentive based on individual and company performance.
Eligible employees may participate in a 401(k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage, and paid holidays, vacation, and sick days.
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 focus on private wealth management and personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of family ownership.
Bessemer Trust remains privately owned and independent, committed to providing peace of mind to its clients with a fiduciary mindset and a highly collaborative culture.
Key Facts
For more than 118 years, Bessemer Trust has operated in a single line of business, independently owned by one family.
Headquartered in New York City with multiple offices nationwide.
To learn more about Bessemer Trust, please visit our site.
About Our Employee Rewards And Benefits
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans
Employee assistance 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 resources
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.
#J-18808-Ljbffr
The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer’s ultra-high net worth clients from our San Francisco office. The Administrative Assistant will provide seamless administrative support to the Client Advisory Team.
Responsibilities
Assist in preparation of account opening documentation and account profiles
Perform cash management functions and related transactions
Supervise and pay client bill payments
Prepare client presentation packages and reporting on client accounts using Excel, Word, PowerPoint
Effective expense report preparation and management
Optimum screening of incoming communications and routing for action and follow-up
Professional communication with both internal and external contacts including significant client and prospect relationships
Maintain Salesforce client records for the Client Advisory Team and manage external client mail merges, event invitations, and Salesforce reports
Comprehensive organization of internal and external meetings as needed
Retrieve and distribute mail, prepare FedEx shipments
Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support to other team members as required
Qualifications
Bachelor’s degree required
5-7 years in financial services, including experience with cash management and related functions
Proven ability to work well in and contribute to a team environment
Excellent organization and communication skills
Tact, discretion, confidentiality and good judgment in handling sensitive matters
Ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy
Excellent attention to detail and a sense of urgency and follow-through
Flexibility and adaptability to rapid changes in the daily work environment; resourcefulness in solving problems
Excellent computer skills (MS Office Suite, Visio, etc.)
Proficiency in or willingness to learn company applications: Salesforce, DMS, Longview, Atlas, and CMS
Salary, Incentives, and Benefits The base salary range for this position is $75,000 - $95,000. Actual salaries will vary based on skills, experience, and qualifications for the role. It is not typical for offers to be made at or near the top of the range.
The position may be eligible for a discretionary incentive based on individual and company performance.
Eligible employees may participate in a 401(k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage, and paid holidays, vacation, and sick days.
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 focus on private wealth management and personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of family ownership.
Bessemer Trust remains privately owned and independent, committed to providing peace of mind to its clients with a fiduciary mindset and a highly collaborative culture.
Key Facts
For more than 118 years, Bessemer Trust has operated in a single line of business, independently owned by one family.
Headquartered in New York City with multiple offices nationwide.
To learn more about Bessemer Trust, please visit our site.
About Our Employee Rewards And Benefits
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans
Employee assistance 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 resources
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.
#J-18808-Ljbffr