EXECUTIVE ASSISTANT

2 weeks ago

New York NY USA, United States Bessemer Trust Full time
Position Summary:

At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA).

Responsibilities:

* Optimum screening of incoming communications and routing for timely action and follow-up.
* Professional communication with both internal and external contacts, including significant prospect and client relationships.
* Provide direct and pro-active administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions.
* Bookkeeping/accounting work for various transactions with clients, as directed by the CA team.
* Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees.
* When appropriate collaborate with the ACAs to create presentation books for clients and prospects.
* Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team.
* Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed.
* Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce.
* Responsible for maintaining current Salesforce client records for the CA Team and managing external client mail merges, event invitations, and Salesforce reports.
* Process expense reports and book travel for all members of the CA Team.
* Compile information and organize CA Team's responses to Compliance and Audit-related requests.

Client Service Responsibilities (as directed by the CA Team):

* Handle routine communication with clients and their advisors via telephone, email and fax
* Document written and verbal communication with clients and their advisors in Salesforce.
* Assist the client advisory team with preparing charts and materials for client and prospect meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
* Pull basic information from Bessemer systems (ATLAS) to update spreadsheets for clients.
* File correspondence and other documents in internal databases.
* Create documentation of client correspondence for tracking purposes

Account Administration Responsibilities (as directed by the CA Team):

* Work with Client Administration Support (CAS) to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
* Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
* Process client remittances.
* Work with the client's CPA to assist in gathering tax information and cutting tax checks when applicable.
* Anticipate when an overdraft can occur and prevent it by bringing the information to the team's attention.
* Supervise and pay client bill payments

Qualifications:

* Bachelor's Degree Required.
* 5-7 years of experience as an administrative assistant, preferably within a bank supporting a team.
* Knowledge of Salesforce preferred.
* Proficiency in bill pay and financial aptitude.
* Ability to work well in a team environment.

The base salary range for this position is ($60,000 - $100,000). Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive based on individual and company performance.

Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.

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.

  • Executive Assistant

    1 week ago

    New York, United States Northbound Executive Search Full time

    Job Title: Executive Assistant - Legal/Compliance TeamLocation: New York, New York -Midtown About Us: We are a dynamic and fast-paced alternative asset management firm.We're seeking an experienced Executive Assistant to join our team and provide critical support to our Legal/Compliance Team.Qualifications/Details: 3+ years of experienceAsset Management...

  • Executive Assistant to President

    1 week ago

    New York, United States Northbound Executive Search Full time

    Office Coordinator / Administrative Assistant 5x in office - Midtown ManhattanJob Overview: We are seeking a office coordinator/administrator to join our private equity firm.**MUST HAVE 2+ YEARS WORKING AS RECEPTIONIST WITHIN ASSET MANGEMENT INDUSTRY**JOB DESCRIPTIONReception Duties: You'll be the first point of contact for clients, visitors, and employees,...

  • Executive Assistant to President

    1 week ago

    New York, United States Northbound Executive Search Full time

    Office Coordinator / Administrative Assistant 5x in office - Midtown ManhattanJob Overview: We are seeking a office coordinator/administrator to join our private equity firm.**MUST HAVE 2+ YEARS WORKING AS RECEPTIONIST WITHIN ASSET MANGEMENT INDUSTRY**JOB DESCRIPTIONReception Duties: You'll be the first point of contact for clients, visitors, and employees,...

  • Executive Assistant

    2 weeks ago

    New York, United States Bank Leumi USA Full time

    The Executive Assistant plays a critical role within the division, acting as the right hand to the Executive. The Executive Assistant role requires a highly intelligent, ambitious individual with strong interpersonal skills (inclusive of working we Executive Assistant, Executive, Assistant, Communications, Banking, Business Services, Skills

  • Executive Assistant

    2 weeks ago

    New York, United States Saks off 5th Full time

    Temporary Executive Assistant (EA)- Onsite. The Temporary Executive Assistant (EA) will be accountable for coordinating the activities of several leaders within the organization while also helping maintain day-to-day office operations. The Executive Executive Assistant, Executive, Assistant, Business Systems, Business Partner, Operations, Retail, Business...

  • Executive Assistant

    2 weeks ago

    New York, United States Touro College & University System Full time

    As the Executive Assistant to the Internal Audit Executive, you will play a vital role in supporting the Internal Audit team. You will be responsible for managing the Executive's schedule and communications, including prioritizing emails and phone ca Executive Assistant, Executive, Internal, Assistant, Audit, Business Services

  • Executive Assistant

    2 weeks ago

    New York, United States Park Hudson Full time

    We are seeking an Executive Assistant to join our team. You will provide high level administrative support for an executive at our company. $75 K 7 Years' experience Compose correspondence and respond appropriately Support the Executive Vice Presiden Executive Assistant, Executive, Assistant, Business Services, Staffing

  • Executive Assistant

    1 week ago

    New York, United States Luxottica Group Full time

    The Executive Assistant provides administrative support and coordination to one or more organizational leaders, as well as project support as appropriate. The Executive Assistant is a team player who acts as a role model for other administrative supp Executive Assistant, Executive, Assistant, Retail, Business Services, Travel, Administrative, Support

  • Executive Assistant

    2 weeks ago

    New York, United States Taylor Hodson, Inc. Full time

    We are working with a well-established professional services firm that is looking to bring on an Executive Assistant to their team. Primary Responsibilities: Provide comprehensive executive support. Coordinate complex calendars, including scheduling Executive Assistant, Executive, Assistant, Business Services, Staffing

  • Executive Assistant

    2 weeks ago

    New York, United States Taylor Hodson, Inc. Full time

    We are working with a well-established financial services firm that is looking to bring on an Executive Assistant to their team. Primary Responsibilities: Provide comprehensive executive support to 3-6 staff. Coordinate complex calendars, including s Executive Assistant, Executive, Assistant, Business Services, Staffing

  • ACCOUNT EXECUTIVE MANAGER

    3 weeks ago

    New York, United States Executive Profiles Inc. Full time

    Our client is an established leader in contemporary sportswear and growing. We are looking for an Account Executive Manager who has a minimum of 8 years selling and merchandising experience. Must have a dynamic personality and a passion for fashion and sales. The ideal candidate will help drive revenue by continuing to build strong relationships and business...

  • junior account executive

    1 month ago

    New York, New York, United States Stock Executive Search Full time

    Are you a highly motivated individual with a passion for building relationships and driving sales? We are currently seeking a Junior Account Executive to join our team and support our buyers and retailers in the vibrant market of New York City. If you have strong Excel skills, excellent communication abilities, and a knack for customer service, this could be...

  • Executive Assistant

    2 weeks ago

    New York, United States Everest Reinsurance Company Full time

    Supports the Executive by performing various administrative tasks (i.e., manages calendar, handles all global travel arrangements, answers inquiries & phone calls)Prepare executive ready PowerPoint presentations and Excel spreadsheets. Acts as a juni Executive Assistant, Executive, Assistant, Insurance, Business Services, Support

  • Executive Assistant

    2 weeks ago

    New York, United States Invesco, Ltd Full time

    Your role:As an Executive Assistant, you will provide high-level administrative support to the Chief of Staff and Chief Communications Officer. You will be exposed to highly confidential and sensitive company and employee information, which you will Executive Assistant, Executive, Assistant, Microsoft, Business Services, Communication, Skills

  • Executive Assistant

    5 days ago

    New York, United States S&P Global, Inc. Full time

    Executive Assistant The Team: The PRO team at Sustainable 1, is inclusive of Product Management, Research & Methodology, Sustainability Services, Data, and Strategic Initiatives. What you stand to Gain: You will be a critical, day-to-day partner to t Executive Assistant, Executive, Product Management, Assistant, Benefits, Officer, Business Services

  • Executive Assistant

    6 days ago

    New York, United States Dow Jones & Co. Inc. Full time

    Report to the Chief People Officer. Be based in our New York City office and work out of the New York City office (5 days a week)Maintain the calendar for the CPO, while being attentive to priorities and use of the executive's time. The calendar is m Executive Assistant, Executive, Assistant, Business Services

  • Executive Assistant

    2 weeks ago

    New York, United States Sotheby's Corporation Full time

    Acting as liaison with; all levels of staff globally including C-suite level executives and senior experts, high profile clients, and external stakeholders from all aspects of the art business Responsible for coordinating certain meetings; planning t Executive Assistant, Executive, Assistant, Monitoring, Property Management, Business Services

  • Executive Assistant

    2 weeks ago

    New York, United States North Bridge Staffing Group Full time

    Position: Executive AssistantLocation: New York, NY (Midtown)Department: Legal and ComplianceRole Overview: As an Executive Assistant within our client's Legal and Compliance Department, you will provide comprehensive support to senior executives in New York. This role requires heavy scheduling, travel coordination, and expense management. The successful...

  • Executive Assistant

    2 weeks ago

    New York, United States North Bridge Staffing Group Full time

    Position: Executive AssistantLocation: New York, NY (Midtown)Department: Legal and ComplianceRole Overview: As an Executive Assistant within our client's Legal and Compliance Department, you will provide comprehensive support to senior executives in New York. This role requires heavy scheduling, travel coordination, and expense management. The successful...

  • Executive Assistant

    2 weeks ago

    New York, United States North Bridge Staffing Group Full time

    Position: Executive AssistantLocation: New York, NY (Midtown)Department: Legal and ComplianceRole Overview: As an Executive Assistant within our client's Legal and Compliance Department, you will provide comprehensive support to senior executives in New York. This role requires heavy scheduling, travel coordination, and expense management. The successful...