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About the Role
The Executive Assistant will provide seamless administrative support to the CEO of Bessemer Trust, a family office overseeing significant assets for high-net-worth individuals and families. This role requires a deep understanding of the firm's priorities, strong interpersonal skills, and the ability to build relationships across all levels of the organization.
Responsibilities
- Manage the CEO’s time effectively, balancing immediate demands with longer-term priorities and exercising sound judgment in evaluating and prioritizing requests.
- Manage a complex and dynamic calendar, proactively identifying conflicts, anticipating scheduling needs, and ensuring the CEO’s time is aligned with business priorities.
- Serve as a key point of contact for internal and external stakeholders, facilitating effective communication and appropriate access to the CEO.
- Track key deliverables, decisions, approvals, and follow-up items to ensure commitments and deadlines are met.
- Anticipate the CEO’s administrative needs and proactively address issues to ensure the CEO’s schedule and activities run smoothly.
- Exercise a high degree of discretion and sound judgment when handling sensitive communications, requests, and confidential information.
- Coordinate internal and external meeting logistics, including scheduling, conference rooms, offsites, videoconferencing, catering, and reservations.
- Manage meeting preparation and follow-up, ensuring agendas, briefing materials, presentations, and relevant background information are complete and available in advance.
- Coordinate with internal and external stakeholders to ensure the CEO is appropriately prepared for meetings and other engagements.
- Respond to incoming calls, correspondence, and inquiries with professionalism and discretion, facilitating timely and appropriate communication.
- Plan and coordinate frequent and complex domestic and international travel, including air, hotel, ground transportation, and related logistics.
- Prepare comprehensive itineraries, agendas, contact information, and relevant background materials for travel and meetings.
- Proactively manage changes and resolve issues that arise during travel to minimize disruption to the CEO’s schedule.
- Process expense reports, invoices, and other administrative items accurately and in a timely manner.
- Provide additional administrative and project support as needed.
Requirements
- Demonstrated ability to handle highly confidential and sensitive information with discretion and sound judgment.
- Proven ability to prioritize and manage multiple projects and competing demands concurrently.
- Exceptional interpersonal and organizational skills.
- Excellent verbal and written communication skills.
- Sense of urgency, responsiveness, and follow-through.
- Attention to detail and accuracy.
- Commitment to quality, professionalism, and client service.
- Proven ability to work collaboratively and contribute effectively in a team environment.
Skills
- Advanced proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel
- Proficiency with Microsoft Teams, Salesforce, and Concur
Location
- New York
- Woodbridge, NJ
Work Type
- Hybrid work environment: 60% in office, 40% remote for most positions
Experience Level
- 10+ years of executive support experience, preferably supporting a C-suite executive within financial services.
Education Level
- Bachelor’s degree preferred.
Salary/Compensations
- $120,000- $150,000 per year
- Eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable.
Benefits
- 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
- Personalized development and career opportunities, including tuition reimbursement support
- Employee assistance (EAP) and wellness programs
- 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.
- 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.