Executive Assistant

Bessemer Trust; Atlanta (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) plan

Tuition reimbursement

Medical, dental, and vision plans

Parental leave

Job summary

Bessemer Trust is seeking an Executive Assistant to support the Client Advisory team, including ACA, CA, and SCA. You will manage client communications, process wires/ACHs, prepare presentation materials, and maintain Salesforce records. The role requires 3–5 years of administrative experience in banking or finance and a Bachelor's degree.

The position offers hybrid work arrangements and exposure to wealth-management operations and client service at a prominent family office.

Qualifications

• Bachelor's degree required.
• 3–5 years of administrative assistant experience.
• Experience in banking or financial services preferred.

Responsibilities

• Provide seamless administrative support to the Client Advisory team.
• Handle client communications via email and phone; process transactions.
• Coordinate meetings, prepare materials, and maintain Salesforce records.
• Open and manage accounts with CAS and assist in tax information gathering.
• Update contact data, mailings, ticklers, and reports in Salesforce.

Skills

Administrative support

Team collaboration

Client communication

Education

Bachelor's Degree

Tools

Salesforce

ATLAS

Excel

Word

PowerPoint

Job description

Duties

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). The specific duties include:

• Point person with respect to client cash transactions and bill payment requests (i.e., wires, ACHs, internal account journals); requires frequent client communication via email and phone, transaction processing via internal banking systems, and coordination of inter-departmental approvals
• Optimum screening of incoming communications and routing for timely action and follow-up.
• Professional communication with both internal and external contacts, including significant prospect and client relationships.
• Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees.
• 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.
• Provide direct and pro-active 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.
• 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
• Bookkeeping/accounting work for various transactions with clients, as directed by the CA team
• Process expense reports and book travel for all members of the CA Team
• Compile information and organize CA Team's responses to Compliance and Audit-related requests.

Duties

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). The specific duties include:

• Point person with respect to client cash transactions and bill payment requests (i.e., wires, ACHs, internal account journals); requires frequent client communication via email and phone, transaction processing via internal banking systems, and coordination of inter-departmental approvals
• Optimum screening of incoming communications and routing for timely action and follow-up.
• Professional communication with both internal and external contacts, including significant prospect and client relationships.
• Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees.
• 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.
• Provide direct and pro-active 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.
• 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
• Bookkeeping/accounting work for various transactions with clients, as directed by the CA team
• Process expense reports and book travel for all members of the CA Team
• Compile information and organize CA Team's responses to Compliance and Audit-related requests.

Client Service Responsibilities (as Directed By The CA Team)

• Handle routine communication with clients and their advisors via telephone, email and fax.
• Document written and verbal communication with clients and their advisors in Salesforce.
• Assist the client advisory team with preparing charts and materials for client and prospect meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
• 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.
• 3-5 years of experience as an administrative assistant, preferably within a bank supporting a team.
• Ability to work well in a team environment.

About Bessemer Trust

• Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 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 more than 119 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.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.