Location: New York,NY, USA
The New York office is looking for an Executive Assistant to join their team. This is a hybrid role where the individual will be responsible for supporting 2 roles, the Head of Wealth Advisor Solutions and a Wealth Advisor.
Administrative Responsibilities:
* Effective calendar management
* Manage travel arrangements
* Timely & thorough preparation of expense reports
* Optimum screening of incoming communications and routing for action and follow-up
* Effective communication with both internal and external contacts including significant prospect and client relationships
* Well proofed standard correspondence
* Presentation Support
* Comprehensive organization of meetings, luncheons, interviews as needed (in-person and via video)
* Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support other Managers as required.
Project Management Responsibilities:
* Team organization support including Meetings, agendas, presentations.
* Assembly of presentation materials and maintenance of the marketing materials
* Attend and manage regional events on site as appropriate
* Providing suggestions and problem-solving during the execution of the event
Qualifications:
* Bachelors degree preferred and 3-5 years of prior experience as an Office Manager and/or Administrative or Executive Assistant
* Outstanding phone skills
* Salesforce experience required
* Excellent attention to detail
* Ability to quickly grasp systems/technologies used at Bessemer
* Superior organizational skills, including the ability to handle multiple tasks simultaneously
* Excellent interpersonal skills
* Interest/experience in financial services
* Good working knowledge of office machinery (PCs, printers, fax and copy machines, etc.)
* Ability to work well with a team
* Proficient in Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
The base salary range for this position is ($70,000.00 - $100,000.00). 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