Executive Assistant

2 weeks ago


Washington, United States Bessemer Trust Full time

Job Summary:

The Executive Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients and prospects from our Washington DC office. This individual will partner with the Wealth Advisory Team to help increase prospective client engagement through direct and indirect marketing to individuals, other professional advisors and entities throughout the northeast region. This individual will also provide administrative support to the Southeast Region Head. This is an internal support role with a focus on increasing the scope and effectiveness of campaigns that are fundamental to business development and will require an individual to be in office 4 days a week.

Responsibilities:

* Data base management (through Salesforce) which includes data entry, updates, and tagging
* Prepare both electronic and hard copy presentation materials
* Manage the process of onboarding new clients
* Conduct market research
* Complete ad hoc projects as needed
* Manage calendar and travel for Southeast Region Head and Wealth Advisor
* Administrative support

Qualifications:

* Bachelor's degree required
* Data base management experience (ideally Salesforce)
* Advanced knowledge of Microsoft Office products to include: Outlook, Power Point, Excel, Word as well as Adobe
* Strong desire to understand the Wealth Management Business
* Comfortable using technology
* Entrepreneurial
* Organizational skills, detailed orientated
* Self-starter
* Strong interpersonal skills
* Team player
* Ability to think critically while working in a fast paced environment

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.


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