Office Manager

Posted 13 Days Ago
Be an Early Applicant
Atlanta, GA, USA
In-Office
Mid level
Financial Services
The Role
Manage day-to-day office operations and receptionist duties, support the Regional Director and advisors, handle travel and expense reporting, coordinate vendor and facility management, assist onboarding, and organize client-facing events and communications to ensure a professional, well-run office.
Summary Generated by Built In
Job Summary & Responsibilities

The Bessemer Trust office is looking for an Office Manager to join their team.  This role will be responsible for supporting the Head of the Office (Regional Director), as well as the Client Advisors and Wealth Advisors, collaborating with our Corporate Real Estate Team ensuring the office operates smoothly and collaborating with our Marketing team to coordinate local conferences and events.

Administrative Responsibilities:

  • Manage calendars effectively
  • Handle travel arrangements
  • Prepare timely and thorough expense reports
  • Screen incoming communications and route for follow-up
  • Communicate effectively with both internal and external contacts including significant prospect and client relationships
  • Maintain client confidentiality and information security
  • Organize meetings, luncheons, office events and interviews as needed
  • Establish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other Managers
  • Act as receptionist for the office


Office Management Responsibilities: 

  • Manage office mail, including receiving and distributing incoming packages and mail, preparing outbound FedEx shipments, and maintaining office supply and shipping inventory
  • Liaise with firm’s HR, IT and Corporate Real Estate Teams as needed, particularly for new hire onboarding responsibilities
  • Maintain working relationship with property management for day-to-day operations reporting and resolving issues, respond and provide on-site support for after-hour emergencies when needed (i.e. building shutdowns)
  • Access card administration, maintain life/safety protocols, support renovation projects
  • Vendor management – contracts, maintenance, cleaning, supplies, includes ordering supplies to ensure the office is well stocked
  • Hands-on approach to ensure office is always presentable, with a focus on client facing spaces

Qualifications

  • Bachelor’s degree and a minimum of 2-5 years of prior experience as an Office Manager and/or Executive Assistant
  • Adaptable and versatile skill set
  • Outstanding phone skills
  • Experience with Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
  • Strong attention to detail
  • Ability to quickly grasp systems/technologies used at Bessemer
  • Excellent organizational skills, including the ability to handle multiple tasks simultaneously
  • Thoughtful interpersonal skills and comfort working within a team
  • Good working knowledge of office technology (PCs, printers, copy machines, etc.)
  • Exceptional verbal and written communication skills

 

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

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position. 

Bessemer 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

Skills Required

  • Bachelor's degree
  • 2-5 years prior experience as an Office Manager and/or Executive Assistant
  • Outstanding phone skills
  • Experience with Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
  • Strong attention to detail
  • Ability to quickly grasp internal systems and technologies
  • Excellent organizational skills and multitasking ability
  • Thoughtful interpersonal skills and comfort working on a team
  • Good working knowledge of office technology (PCs, printers, copy machines)
  • Exceptional verbal and written communication skills
  • Adaptable and versatile skill set

Bessemer Trust Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bessemer Trust and has not been reviewed or approved by Bessemer Trust.

  • Affordable Benefits Employee health coverage requires zero employee contributions for individual medical, dental, and vision, indicating notably low costs. Feedback suggests core insurance remains affordable alongside included EAP and wellness programs.
  • Retirement Support A 401(k) with a generous annual profit-sharing contribution is provided, complemented by employer-paid life insurance and short- and long-term disability coverage. This structure strengthens long-term savings as part of total rewards.
  • Leave & Time Off Breadth Paid time off is described as generous, starting at three weeks and rising to four weeks by year three, with paid parental leave also offered. Feedback suggests vacation and family leave policies are a notable advantage of the package.

Bessemer Trust Insights

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The Company
HQ: New York, NY
1,152 Employees
Year Founded: 1907

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.

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