Bessemer Trust
The Bessemer Trust office is looking for an Office Manager to join their team. This role requires an individual who is able to be in office 5 days a week and will be responsible for supporting the Head of the Office (Regional Director) as well as the Client Advisors and Wealth Advisors, collaborating with our HQ Corporate Real Estate Team ensuring the office operates smoothly and collaborating with our Marketing team to coordinate local conferences and events. Additionally, this role will be entrusted to lead and manage a team of administrative professionals to assist in day to day office duties and strategic marketing initiatives. We are seeking a growth‑minded individual that thrives in a fast paced working environment and is a team player.
Responsibilities
Manage calendars effectively
Handle travel arrangements
Prepare timely and thorough expense reports
Screen incoming communications and route for follow‑up
Communicate effectively with both internal and external contacts including significant prospect and client relationships
Proof standard correspondence
Maintain client confidentiality and information security
Handle mailings and maintain contacts through Salesforce
Organize meetings, luncheons and interviews as needed
Establish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other Managers
Act as receptionist for the office
Marketing Responsibilities
Partner with the Marketing team, Investment team and Senior Management to plan and run regional events
Assemble marketing presentation materials and maintain the marketing materials supply room
Work with presenters to ensure the presentation materials and hand‑outs are available on time and any audio‑visual requirements are satisfied
Attend and manage regional events on site as appropriate
Develop post‑event communication plan for each event
Provide suggestions and problem‑solving during the execution of the event
Office Management Responsibilities
Liaise with HQ’s HR, IT and CRE Team
Maintain working relationship with property management for day‑to‑day operations reporting and resolving issues, respond and provide on‑site support for after‑hour emergencies when needed (i.e. building shutdowns)
Access card administration, maintain life/safety protocols, support renovation projects
Vendor management – contracts, maintenance, cleaning, supplies, includes ordering supplies to ensure the office is well stocked
Hands‑on approach to ensure office is always presentable, with a focus on client facing spaces
Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
Qualifications
Bachelor’s degree and a minimum of 2‑5 years of prior experience as an Office Manager and/or Administrative or Executive Assistant
Adaptable and versatile skill set
Outstanding phone skills
Experience with Salesforce and Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
Strong attention to detail
Ability to quickly grasp systems/technologies used at Bessemer
Excellent organizational skills, including the ability to handle multiple tasks simultaneously
Thoughtful interpersonal skills and comfort working within a team
Interest/experience in financial services
Good working knowledge of office technology (PCs, printers, fax and copy machines, etc.)
Exceptional oral and written communication skills
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Administrative
Referrals increase your chances of interviewing at Bessemer Trust by 2x
#J-18808-Ljbffr
Responsibilities
Manage calendars effectively
Handle travel arrangements
Prepare timely and thorough expense reports
Screen incoming communications and route for follow‑up
Communicate effectively with both internal and external contacts including significant prospect and client relationships
Proof standard correspondence
Maintain client confidentiality and information security
Handle mailings and maintain contacts through Salesforce
Organize meetings, luncheons and interviews as needed
Establish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other Managers
Act as receptionist for the office
Marketing Responsibilities
Partner with the Marketing team, Investment team and Senior Management to plan and run regional events
Assemble marketing presentation materials and maintain the marketing materials supply room
Work with presenters to ensure the presentation materials and hand‑outs are available on time and any audio‑visual requirements are satisfied
Attend and manage regional events on site as appropriate
Develop post‑event communication plan for each event
Provide suggestions and problem‑solving during the execution of the event
Office Management Responsibilities
Liaise with HQ’s HR, IT and CRE Team
Maintain working relationship with property management for day‑to‑day operations reporting and resolving issues, respond and provide on‑site support for after‑hour emergencies when needed (i.e. building shutdowns)
Access card administration, maintain life/safety protocols, support renovation projects
Vendor management – contracts, maintenance, cleaning, supplies, includes ordering supplies to ensure the office is well stocked
Hands‑on approach to ensure office is always presentable, with a focus on client facing spaces
Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
Qualifications
Bachelor’s degree and a minimum of 2‑5 years of prior experience as an Office Manager and/or Administrative or Executive Assistant
Adaptable and versatile skill set
Outstanding phone skills
Experience with Salesforce and Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
Strong attention to detail
Ability to quickly grasp systems/technologies used at Bessemer
Excellent organizational skills, including the ability to handle multiple tasks simultaneously
Thoughtful interpersonal skills and comfort working within a team
Interest/experience in financial services
Good working knowledge of office technology (PCs, printers, fax and copy machines, etc.)
Exceptional oral and written communication skills
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Administrative
Referrals increase your chances of interviewing at Bessemer Trust by 2x
#J-18808-Ljbffr