Teams at Bessemer Trust

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.

Provides comprehensive administrative and executive support to the CEO, including complex calendar management, meeting coordination, stakeholder communication, travel planning, itinerary preparation, expense processing, and confidential information handling. The role requires prioritizing competing demands, tracking deliverables, coordinating logistics, resolving travel issues, and supporting projects while maintaining professionalism, discretion, accuracy, and strong relationships across the organization.

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.