Executive Assistant
About The Position
The Executive Assistant will support the President of Bessemer Trust, a family office overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. The Executive Assistant will provide seamless administrative support and serve as a liaison with key internal and external partners, 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.
Requirements
- Ability to handle highly confidential, organizational, and personnel-related information with discretion
- Demonstrated ability to prioritize and manage multiple projects concurrently
- Exceptional interpersonal and organizational skills
- Excellent verbal and written communication skills
- Sense of urgency in responsiveness and completion of tasks
- Acute attention to detail and regard for accuracy
- Uncompromising commitment to quality and client service
- Proven ability to work well in and contribute to a team environment
- Experience managing and coordinating complex onsites and offsites
- Advanced proficiency in Microsoft Office (Word, PowerPoint, Excel), Adobe, Salesforce; comfortable using Microsoft Teams and One Drive, with knowledge of Concur and DocuSign a plus
Nice To Haves
- Bachelor's degree strongly preferred
- 10+ years of successful experience, preferably in a client-driven, technology, banking, or financial environment supporting senior executives
Responsibilities
- Manages a complex calendar, with discretion to prioritize and adjust based on criticality and understanding of the business
- Proactively tracks key deliverables, tasks, approvals, and deadlines on behalf of the President, while ensuring the President is well-informed of upcoming meetings, commitments, and responsibilities
- Responds to incoming calls and inquiries with sound judgment, facilitating timely and appropriate communication and access
- Liaises with key stakeholders, including but not limited to, the President’s leadership team, Executive Committee members, and clients
- Partners with Marketing to execute important events including annual Wealth Management conferences and multi-day offsites and onsites
- Coordinates internal and external meetings, including reserving conference rooms, setting up videoconferencing, catering, and making restaurant reservations; supports the preparation, coordination, and distribution of relevant meeting materials
- Manages board logistics and relevant documentation
- Utilizes Salesforce as a primary relationship-management tool to document, track, and maintain client interactions, activity, and information
- Creates and assembles polished PowerPoint presentations as well as draft written communications
- Plans and arranges frequent travel in Concur for air, hotel, and transportation; provides itineraries, agendas, and relevant background information for travel
- Assists with expense reports and invoice processing, or other administrative tasks as needed
- Drives special projects as needed
Benefits
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Executive
