Executive Assistant

Bessemer Trust; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) with profit sharing

Medical, dental, vision coverage

Hybrid work environment

Paid holidays, vacation, sick time

Life insurance

Disability coverage

Tuition reimbursement

Job summary

Bessemer Trust, a leading family office, is seeking an Executive Assistant to support the CEO. The role requires elite organizational skills, discretion with sensitive information, and the ability to coordinate complex schedules and travel while liaising with internal and external partners.

The successful candidate will bring extensive executive support experience in financial services, exceptional communication, and a collaborative, solutions-oriented approach to work.

Qualifications

• Bachelor’s degree preferred.
• 10+ years of executive support experience, preferably supporting a C-suite executive within financial services.
• Demonstrated ability to handle highly confidential information with discretion.
• Ability to prioritize and manage multiple projects concurrently.
• Excellent verbal and written communication skills.
• Sense of urgency, responsiveness, and follow-through.

Responsibilities

• Manage the CEO’s time effectively and prioritize requests.
• Maintain a complex calendar, identify conflicts and align with business priorities.
• Serve as a key point of contact for internal and external stakeholders.
• Track deliverables, decisions, and follow-up items to meet deadlines.
• Coordinate travel logistics and prepare comprehensive itineraries.
• Process expense reports and administrative items accurately.

Skills

Discretion

Prioritization

Communication

Interpersonal skills

Attention to detail

Multi-project management

Calm under pressure

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Microsoft Teams

Salesforce

Concur

Job description

The Executive Assistant will support the CEO of Bessemer Trust, afamily office overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. The Executive Assistant will provide seamless administrative support and serve as a liaison with key internal and external partners, requiring a clear understanding of the firm's priorities and the ability to build effective working relationships across departments and seniority levels.

Success in this role demands unquestionable integrity, sound judgment in handling sensitive and confidential matters, and exceptional interpersonal and organizational skills. The ideal candidate brings excellent attention to detail, the ability to manage multiple projects simultaneously in a fast-paced environment, and a collaborative, solutions-oriented approach to their work.

Primary Responsibilities

Executive Support

• Manage the CEO’s time effectively, balancing immediate demands with longer-term priorities and exercising sound judgment in evaluating and prioritizing requests.
• Manage a complex and dynamic calendar, proactively identifying conflicts, anticipating scheduling needs, and ensuring the CEO’s time is aligned with business priorities.
• Serve as a key point of contact for internal and external stakeholders, facilitating effective communication and appropriate access to the CEO.
• Track key deliverables, decisions, approvals, and follow-up items to ensure commitments and deadlines are met.
• Anticipate the CEO’s administrative needs and proactively address issues to ensure the CEO’s schedule and activities run smoothly.
• Exercise a high degree of discretion and sound judgment when handling sensitive communications, requests, and confidential information.

Meeting Management

• Coordinate internal and external meeting logistics, including scheduling, conference rooms, offsites, videoconferencing, catering, and reservations.
• Manage meeting preparation and follow-up, ensuring agendas, briefing materials, presentations, and relevant background information are complete and available in advance.
• Coordinate with internal and external stakeholders to ensure the CEO is appropriately prepared for meetings and other engagements.
• Respond to incoming calls, correspondence, and inquiries with professionalism and discretion, facilitating timely and appropriate communication.

Travel Support

• Plan and coordinate frequent and complex domestic and international travel, including air, hotel, ground transportation, and related logistics.
• Prepare comprehensive itineraries, agendas, contact information, and relevant background materials for travel and meetings.
• Proactively manage changes and resolve issues that arise during travel to minimize disruption to the CEO’s schedule.
• Process expense reports, invoices, and other administrative items accurately and in a timely manner.
• Provide additional administrative and project support as needed.

Qualifications

• Bachelor’s degree preferred.
• 10+ years of executive support experience, preferably supporting a C-suite executive within financial services.
• Demonstrated ability to handle highly confidential and sensitive information with discretion and sound judgment.
• Proven ability to prioritize and manage multiple projects and competing demands concurrently.
• Exceptional interpersonal and organizational skills.
• Excellent verbal and written communication skills.
• Sense of urgency, responsiveness, and follow-through.
• Attention to detail and accuracy.
• Commitment to quality, professionalism, and client service.
• Proven ability to work collaboratively and contribute effectively in a team environment.
• Advanced proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel; proficiency with Microsoft Teams, Salesforce, and Concur.

The base salary range for this position is $120,000- $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

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.