Bessemer Trust · 13 hours ago
Executive Assistant, Philanthropy & Family Governance Advisory
New York, NY
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $100K/yr
5+ years expBessemer Trust is a family office focused on private wealth management, overseeing more than $200 billion in assets for individuals and families of substantial wealth. They are seeking an Executive Assistant to provide administrative support to the Philanthropy and Family Governance Advisory team, managing calendars, travel arrangements, and communication while ensuring efficient operations within the team.
Financial ServicesWealth Management
Responsibilities
Manage complex calendars, travel arrangements, expense reports, check requests, and meeting logistics across time zones
Optimum screening of incoming communications and routing for timely action and follow-up
Partner with PFG team to prepare, proof, format and edit presentations, documents, briefing materials, agendas, post-event summaries, and follow-ups for internal and external meetings and events
Coordinate onsite meetings and arrange appropriate resources such as room reservations, catering, security, guest speakers, AV, IT, and Helpdesk
File correspondence and other documents in internal document management databases
Anticipate needs and take initiative to solve problems before they arise
Partner with Team Lead to prioritize initiatives, track progress, and ensure alignment with strategic goals
Provide project management support, including event planning, execution, and reporting
Identify opportunities to improve workflows, systems, and team efficiency
Serve as a liaison between team members and internal/external stakeholders
Maintain teamwide project and subscriptions trackers, timelines, and stakeholder coordination
Train on how to post and archive materials on our team’s intranet pages
Facilitate team weekly and monthly meeting agendas, meeting notes, and action item tracking
Create and manage activities, ticklers, and follow-up tasks to support relationship management
Log written and verbal communications with clients and advisors for continuity and compliance
Ensure consistent adherence to Salesforce data standards and support the team in maintaining current, complete, and accurate activity histories
Generate and distribute Salesforce reports to support team operations and strategic planning
Compose well-proofed written and email correspondence, which may require the use of industry terminology and broad knowledge of the firm’s operations, systems, and employees
Professional communication with both internal and external contacts, including significant prospect and client relationships
Support with ad-hoc internal and external projects as needs arise
Establish effective working relationships with immediate team, internal colleagues and external contacts; may be required to provide flexible support to other Wealth Planning teams as directed
Qualification
Required
Bachelor's degree required
5+ years' experience in executive support or project management role, preferably within financial services, private foundation, nonprofit, or family office
Exceptional organizational, communication, and interpersonal skills
Proven ability to manage multiple priorities in a fast-paced, high-stakes environment
Discretion, strong judgement and integrity in maintaining client confidentiality and handling sensitive and confidential information and documentation
High emotional intelligence, social competence, and comfort interacting with senior executives, advisors, and ultra-high-net-worth families
Proficiency in and/or willingness to master a broad array of applications (e.g., Microsoft Office Suite, Adobe, Salesforce/other CRM systems, Concur, ProSystem, document management systems, Jive, Bessemer proprietary software)
Benefits
Discretionary incentive based on individual and company performance
401 (k) program with a company profit sharing contribution
Medical, dental, vision, life insurance and disability coverage
Paid holidays, vacation, and sick days
Discretionary annual bonus for select positions
Tuition reimbursement support
Zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
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
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kira Rosoff
Senior Vice President, Senior Wealth Advisor
R
Ryan Bottin
Vice President, Client Advisor
Recent News
2025-07-29
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