Executive Assistant

The Executive Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals providing asset management for commercial and residential real estate investments on behalf of Bessemer’s ultra-high net worth clients nationally. The Executive Assistant will provide seamless administrative support to the Real Estate Advisory Team.

Responsibilities

• Screen incoming communications and route them for action and follow-up.
• Communicate with internal and external contacts, including significant prospects, clients, and professional relationships.
• Draft and proofread standard correspondence.
• Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Asset Managers as needed.
• Assist with planning and scheduling for Real Estate Advisory, including team meetings and overall team business management.
• Organize meetings and luncheons as needed.
• Manage calendars in detail and coordinate complex travel arrangements.
• Prepare and submit expense reports in a timely manner.

Client Service

• Handle routine communication with clients, internal client advisor teams, departments, and external parties.
• Document all written and verbal client interactions in Salesforce.
• Prepare charts, spreadsheets, and presentation materials 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. Must possess thoughtful interpersonal skills and comfort working within a team.

Qualifications

• Bachelor’s Degree preferred.
• Excellent oral and written communication skills.
• Adaptable and versatile skillset.
• Strong attention to detail.
• Knowledge of real estate or a legal background is a plus.
• Experience within a trust company or corporate fiduciary setting is a plus.
• Experience with Yardi is a plus.
• Experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred.

The base salary range for this position is $85,000 - $110,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, along with medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

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. Henry Phipps was a self-made entrepreneur and 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. The firm is defined by its adherence to putting clients’ interests first, a fiduciary mindset, and a highly collaborative culture.

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, hosting 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.
• Click here to watch a video about Bessemer Trust’s history.
• Click here to learn more about Bessemer Trust.

Employee Rewards and Benefits

• We provide exceptional rewards and benefits among the best in the industry, giving our people access to a wide range of options, including:
• Competitive base salary plus a 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.