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Bessemer Trust · 21 hours ago

Compliance Executive Assistant

New York, NY

Full-time

Hybrid

Mid Level

$80K/yr - $100K/yr

4+ years exp

Bessemer Trust is a family office overseeing more than $200 billion in assets. The Compliance Executive Assistant will provide administrative support to the Chief Compliance Officer and the Compliance team, managing calendars, travel arrangements, and compliance-related tasks.

Financial ServicesWealth Management

Responsibilities

Manage calendars, travel arrangements, and expense reporting for the CCO and other designated Compliance members

Support service provider due diligence process, including scheduling due diligence visits, managing due diligence calendar, requesting and tracking reporting, and managing related communications

Manage Compliance calendar and reporting of task completion

Coordinate and schedule Compliance training activities and assist in the completion tracking

Support committee and Board meetings, including coordination of agendas, preparation of meeting materials, and IT coordination

Process transaction requests and invoices, ensuring proper documentation, approvals, and timely processing

Assist with the preparation of presentations or reports provided to key governance committees and/or senior management

Maintain organized and current Compliance files and records, including important Compliance and regulatory correspondence

Participate in special projects and provide administrative support for Compliance initiatives, audits, regulatory examinations, filings, and process improvements as needed

Qualification

Compliance experienceMicrosoft Office proficiencyDocument management systemsVirtual meeting platformsOrganizational skillsAnalytical skillsInterpersonal skillsCommunication skillsAttention to detailTeam collaboration

Required

Bachelor's Degree required

4–6 years of experience as an executive or administrative assistant directly supporting a Division or Department Head of a mid-size/large private or public sector firm

Excellent organizational, interpersonal, communication, and analytical skills

Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment with accuracy and efficiency

High level of professionalism, discretion, confidentiality, and sound judgment when handling sensitive matters

Strong attention to detail with a sense of urgency and follow-through

Proven ability to work independently and collaboratively in a team-oriented environment

Strong computer skills required, including proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), virtual meeting platforms (Teams, Zoom), document management systems, and electronic signature tools; ability to quickly learn firm-specific systems and applications