Hybrid Executive Assistant to Client Advisory Team

Bessemer Trust Company, N.A.; Atlanta (GA); Hybrid; USD 79,000 - 106,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) and profit-sharing

Tuition reimbursement

Medical, dental, and vision plans

Paid time off

Job summary

Bessemer Trust is seeking an Executive Assistant to provide comprehensive administrative support to the Client Advisory (CA) Team, including handling client cash transactions and corresponding communications. The role involves preparing client-ready documents, coordinating meetings, and maintaining Salesforce records.

Ideal candidates have a Bachelor's degree and 3–5 years of banking admin experience, with strong teamwork skills and proficiency in Excel, Word and PowerPoint.

Qualifications

• Bachelor's Degree required.
• 3–5 years of experience as an administrative assistant, preferably within a bank.
• Ability to work well in a team environment.

Responsibilities

• Handle client cash transactions and bill payments with approvals.
• Screen incoming communications for timely action and routing.
• Prepare professional client communications with financial vocabulary.
• Assist CA team with presentation books for clients and prospects.
• Manage CA Team calendars and schedule meetings; coordinate invitations.
• Maintain Salesforce client records and run mail merges and reports.
• Book travel and process expense reports for CA Team members.
• Open accounts and coordinate asset transfers with CAS.
• Prepare charts and materials for meetings using Excel/Word/PowerPoint.

Skills

Administrative support

Client communication

Calendar management

Salesforce

Education

Bachelor's Degree

Tools

Salesforce

Excel

Word

PowerPoint

Job description

Bessemer Trust is seeking an Executive Assistant to provide comprehensive administrative support to the Client Advisory (CA) Team, including handling client cash transactions and corresponding communications. The role involves preparing client-ready documents, coordinating meetings, and maintaining Salesforce records.

Ideal candidates have a Bachelor's degree and 3–5 years of banking admin experience, with strong teamwork skills and proficiency in Excel, Word and PowerPoint.