Teams at Bessemer Trust

Provides administrative and client service support to a Client Advisory team at a private wealth management firm. Responsibilities include managing client cash transactions and bill payments, processing account administration tasks, coordinating calendars, meetings, travel, expenses, mailings, and presentations, maintaining Salesforce records, preparing reports and correspondence, supporting compliance and audit requests, and coordinating vendors and office supplies.

Supports ultra-high-net-worth client relationships, account administration, investment program implementation, asset allocation monitoring, cash management, reporting, trust reviews, and compliance activities. Coordinates with Client Advisors and internal departments, prepares client presentations and customized financial models, processes account documentation and remittances, manages bill payments and overdrafts, and maintains knowledge of markets, fiduciary laws, tax, and trust administration.

Supports fund, investment, and firm-level accounting for a private equity firm, including financial statements, capital accounts, capital calls, distributions, investor reporting, treasury, accounts payable, portfolio valuations, carried interest, tax compliance, budgeting, audits, and transaction-related activities. The role also helps improve finance processes, systems, reporting, and internal controls while progressively taking ownership across a lean team.