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About the Role

The Executive Assistant will provide seamless administrative support to the Real Estate Advisory Team, managing asset management for commercial and residential real estate investments on behalf of ultra-high net worth clients.

Responsibilities

• Screen incoming communications and route for action and follow-up.
• Communicate with both internal and external contacts including significant prospect, client and professional relationships.
• Draft and proof standard correspondence.
• Establish effective working relationships with colleagues and external contacts.
• Provide flexible support to other Asset Managers as required.
• Assist with planning and scheduling for Real Estate Advisory including team meetings and team business management.
• 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.
• Handle routine communication with clients, internal client advisor teams, and departments, as well as external parties.
• Document written and verbal client interactions in Salesforce.
• Prepare charts, spreadsheets, and materials for presentations using Excel, Word, PowerPoint and internal applications as needed.
• File correspondence and other documents in internal databases.
• Provide general support to the Real Estate Advisory Team as needed.

Requirements

• Excellent oral and written communication skills
• Adaptable and versatile skill set
• Strong attention to detail
• Knowledge of real estate or legal background a plus
• Experience within a trust company or corporate fiduciary setting a plus
• Experience with Yardi a plus

Skills

• Microsoft Office Suite (Word, Excel, PowerPoint, outlook)

Location

• New York
• Woodbridge, NJ

Work Type

• Hybrid work environment: 60% in office, 40% remote

Education Level

• Bachelor’s Degree Preferred

Salary/Compensations

• $85,000 - $110,000 per year

Benefits

• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and vision coverage
• Life insurance
• Disability coverage
• Paid holidays
• Vacation
• Sick time
• 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

About the Company

• 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.
• 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.

Equal Opportunity

• 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.