The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer’s ultra-high net worth clients from our Los Angeles office. The Administrative Assistant will provide seamless administrative support to the Client Advisory and Office Management Team.
Responsibilities:
- Screen incoming communications and route for action and follow-up.
- Communicate with both internal and external contacts including significant prospect and client relationships.
- Draft and proof standard correspondence.
- Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required.
- Assist with bookkeeping and accounting for various client transactions.
- Comprehensive organization of meetings and luncheons as needed.
- Detailed calendar management and coordination of travel arrangements.
- Prepare and submit expense reports in a timely manner.
- Welcome and assist guests visiting the office.
- Provide general support to the Office Manager as needed.
Client Service:
- Handle routine communication with clients and their advisors via telephone, email, and fax.
- Document written and verbal client interactions in Salesforce.
- Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
- File correspondence and other documents in internal databases.
- Provide general support to the Client Advisory Team as needed.
Account Administration:
- Collaborate with the Client Administration Team 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 and bill payments
Qualifications:
- Bachelor’s Degree Preferred
- Excellent oral and written communication skills
- Adaptable and versatile skill set
- Strong attention to detail
- Experience with Salesforce is a plus
- Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred.
- Thoughtful interpersonal skills and comfort working within a team
The base salary range for this position is $70,000.00 - $90,000.00. 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 coverage and paid holidays, vacation, and sick days.
Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidate of diverse backgrounds to apply.
About Bessemer Trust
Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 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 118 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
Top Skills
What We Do
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
