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 San Francisco office. The Administrative Assistant will provide seamless administrative support to the Client Advisory Team.
Responsibilities:
- Assist in preparation of account opening documentation and account profiles
- Perform cash management functions and related transactions
- Supervise and pay client bill payments
- Prepare client presentation packages and reporting on client accounts using Excel, Word, PowerPoint
- Effective expense report preparation and management
- Optimum screening of incoming communications and routing for action and follow-up
- Professional communication with both internal and external contacts including significant client and prospect relationships
- Maintain Salesforce client records for the Client Advisory Team and manage external client mail merges, event invitations, and Salesforce reports.
- Comprehensive organization of internal and external meetings as needed
- Retrieve and distribute mail, prepare FedEx shipments
- Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support to other team members as required.
Qualifications:
- Bachelor’s degree required.
- 5-7 years in financial services, including experience with cash management and related functions
- Proven ability to work well in and contribute to a team environment.
- Excellent organization and communication skills.
- Shows tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation.
- Demonstrates ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy.
- Has excellent attention to detail and executes responsibilities with a sense of urgency and follow-through.
- Candidate must be flexible and adaptable to rapid changes in the daily work environment and be resourceful in solving problems
- Excellent computer skills (MS Office Suite, Visio, etc.).
- Have proficiency in or willingness to learn company applications: Salesforce, DMS, Longview, Atlas, and CMS.
The base salary range for this position is $75,000- $95,000. 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.
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 more than 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
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.
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.
