Executive Assistant - New York, United States - Bessemer Trust Company

Description

Position Summary:

At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA).

Responsibilities:

• Optimum screening of incoming communications and routing for timely action and followup.
• Professional communication with both internal and external contacts, including significant prospect and client relationships.
• Provide direct and proactive administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions.
• Bookkeeping/accounting work for various transactions with clients, as directed by the CA team.
• When appropriate collaborate with the ACAs to create presentation books for clients and prospects.
• Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team.
• Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed.
• Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce.
• Responsible for maintaining current Salesforce client records for the CA Team and managing external client mail merges, event invitations, and Salesforce reports.
• Process expense reports and book travel for all members of the CA Team.
• Compile information and organize CA Team's responses to Compliance and Auditrelated requests.

Client Service Responsibilities (as directed by the CA Team):

• Document written and verbal communication with clients and their advisors in Salesforce.
• Pull basic information from Bessemer systems (ATLAS) to update spreadsheets for clients.
• File correspondence and other documents in internal databases.
• Create documentation of client correspondence for tracking purposes

Account Administration Responsibilities (as directed by the CA Team):

• Work with Client Administration Support (CAS) 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.
• Work with the client's CPA to assist in gathering tax information and cutting tax checks when applicable.
• Anticipate when an overdraft can occur and prevent it by bringing the information to the team's attention.
• Supervise and pay client bill payments

Qualifications:

• Bachelor's Degree Required.
• 57 years of experience as an administrative assistant, preferably within a bank supporting a team.
• Knowledge of Salesforce preferred.
• Proficiency in bill pay and financial aptitude.
• Ability to work well in a team environment.

The base salary range for this position is ($60,000 - $100,000).

Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role.

It is not typical for offers to be made at or near the top of the range. In addition, this 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 covering and paid holidays, vacation, and sick days.

• 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._

About Bessemer Trust

Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth.

Its 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 117 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