Executive Assistant

Bessemer Trust; Woodbridge (CT); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with profit sharing

Tuition reimbursement

Medical, dental, and vision coverage

Job summary

Bessemer Trust in Woodbridge, NJ seeks an Executive Assistant to support the Chief Financial Officer. This position requires discretion handling confidential information and coordinating calendars, meetings, travel, and board materials.

The ideal candidate has a bachelor’s degree, 6–10 years of senior-executive support experience, exceptional organizational and communication skills, and a collaborative, solutions‑oriented mindset.

Qualifications

• Bachelor's degree strongly preferred.
• 6–10 years of experience supporting senior executives.
• Ability to prioritize and manage multiple projects concurrently.
• Exceptional interpersonal and organizational skills, with strong written and verbal communication.

Responsibilities

• Handles highly confidential financial, organizational, and personnel-related information with discretion.
• Manages active calendars in Outlook, prioritizing scheduling conflicts.
• Tracks deliverables, tasks, approvals and deadlines for the CFO and informs on meetings and commitments.
• Assists with preparation, coordination and distribution of Board and leadership meeting materials.
• Coordinates meetings with Finance, Legal, HR, Compliance and other internal teams.
• Plans travel in Concur, prepares expense reports, and provides itineraries for related meetings.
• Attends meetings, takes notes, and follows up on decisions and actions.
• Converts draft presentations into polished slides using standard templates.

Skills

Prioritization

Project management

Interpersonal skills

Communication

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Adobe

Microsoft Teams

OneDrive

Concur

DocuSign

Job description

The Executive Assistant will support the Chief Financial Officer (CFO) for Bessemer Trust, a family office overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth, and Bessemer Securities Corporation, private family investment company founded in 1911 with a diverse portfolio. The Executive Assistant will provide seamless administrative support and serve as a liaison with key internal and external constituencies, 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.

Responsibilities

• Handles highly confidential financial, organizational, and personnel-related information with discretion
• Manages very active calendars in Outlook, prioritizing conflicting scheduling needs to handle matters expeditiously
• Proactively tracks key deliverables, tasks, approvals, and deadlines on behalf of the CFO, while ensuring the CFO is well-informed on upcoming meetings, commitments, and responsibilities
• Supports the preparation, coordination, and distribution of materials for Board, Executive Committee, and other finance and leadership meetings
• Partners closely with Finance, Legal, HR, Compliance, and other internal teams on time-sensitive requests
• Coordinates internal and external meetings, including reserving conference rooms, setting up videoconferencing, catering, and making restaurant reservations; assists with onsite and/or offsite meeting logistics and location
• Plans and arranges travel in Concur for air, hotel, and transportation; prepares expense reports; and provides itineraries, agendas, and relevant background information for associated meetings
• Handles incoming calls, assesses the urgency of situations, and determines necessary involvement of managers or other members of the senior management team
• Attends meetings, produces the agenda, takes notes, and follows up on decisions and action items as needed
• Transforms draft presentations --- given as rough PowerPoint slides or written notes --- into polished slides using standardized templates, incorporating bullets, diagrams, pictures, and multimedia
• Assists with invoice processing, vendor coordination, budget tracking, or other finance-related administrative tasks as needed

Qualifications

• Bachelor's degree strongly preferred
• Minimum 6--10 years of successful experience, preferably in a client-driven, technology, banking, or financial environment supporting senior executives
• Demonstrated ability to prioritize and manage multiple projects concurrently
• Advanced proficiency in Microsoft Office (Word, PowerPoint, Excel) and Adobe; Comfortable using Microsoft Teams and One Drive, plus knowledge of Concur and DocuSign a plus
• Exceptional interpersonal and organizational skills; friendly and professional demeanor with strong verbal and written communication skills, a high level of accuracy, and responsiveness
• Excellent attention to detail and uncompromising commitment to quality and client service
• Proven ability to work well in and contribute to a team environment
• Flexibility to work overtime, sometimes with limited notice
• Ability to spend time in Woodbridge, NJ office as needed

The base salary range for this position is $120,000- $140,000 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.