Bessemer Trust
Executive Assistant/Office Manager
Bessemer Trust, Seattle, Washington, us, 98127
The Seattle office is looking for an Executive Assistant/Office Manager to join their team. This role will require 5 days a week in office and will be responsible for supporting the Head of the Office (Regional Director) as well as the Client Advisors and Wealth Advisors, ensuring the office operates smoothly and collaborating with our Marketing team to coordinate local conferences and events.
Administrative Responsibilities
Manage calendars effectivelyHandle travel arrangementsPrepare timely and thorough expense reportsScreen incoming communications and route for follow-upCommunicate effectively with both internal and external contacts including significant prospect and client relationshipsProof standard correspondenceMaintain client confidentiality and information securityHandle mailings and maintain contacts though SalesforceOrganize meetings, luncheons and interviews as neededEstablish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other ManagersMarketing Responsibilities
Partner with the Marketing team, Investment team and Senior Management to plan and run regional eventsAssemble marketing presentation materials and maintain the marketing materials supply roomWork with presenters to ensure the presentation materials and hand outs are available on time and any audio visual requirements are satisfiedAttend and manage regional events on site as appropriateDevelop post-event communication plan for each eventProvide suggestions and problem-solving during the execution of the eventOffice Management Responsibilities
Handle routine office management functions including but not limited to:Partner with the building management, outside vendors and suppliersAct as receptionist for the officeManage vendor contracts for the officeOrder supplies for the officeManage the upkeep of the office kitchen and ensure all supplies are stockedQualifications
Bachelor’s degree and a minimum of 2-5 years of prior experience as an Office Manager and/or Administrative or Executive AssistantAdaptable and versatile skill setOutstanding phone skillsExperience with Salesforce and Microsoft Office suite (Word, Excel, PowerPoint, Outlook)Strong attention to detailAbility to quickly grasp systems/technologies used at BessemerExcellent organizational skills, including the ability to handle multiple tasks simultaneouslyThoughtful interpersonal skills and comfort working within a teamInterest/experience in financial servicesGood working knowledge of office technology (PCs, printers, fax and copy machines, etc.)The base salary range for this position is ($60,000 - $100,000). 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.Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.To watch a video about Bessemer Trust’s history, click here.To learn more about Bessemer Trust, click here.About Our Employee Rewards And Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:Competitive base salary plus discretionary annual bonus for select positionsA 401(k) plan with a generous annual profit-sharing contributionPersonalized development and career opportunities, including tuition reimbursement supportComprehensive medical, dental, and vision plans with zero contributions for employee coverageEmployee assistance (EAP) and wellness programsHybrid work environment: 60% in office, 40% remote for most positionsPaid time off and paid parental leaveEmployer-paid life insurance and short- and long-term disability coverageLegal services and financial wellness plans at no cost to employeesBessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
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Administrative Responsibilities
Manage calendars effectivelyHandle travel arrangementsPrepare timely and thorough expense reportsScreen incoming communications and route for follow-upCommunicate effectively with both internal and external contacts including significant prospect and client relationshipsProof standard correspondenceMaintain client confidentiality and information securityHandle mailings and maintain contacts though SalesforceOrganize meetings, luncheons and interviews as neededEstablish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other ManagersMarketing Responsibilities
Partner with the Marketing team, Investment team and Senior Management to plan and run regional eventsAssemble marketing presentation materials and maintain the marketing materials supply roomWork with presenters to ensure the presentation materials and hand outs are available on time and any audio visual requirements are satisfiedAttend and manage regional events on site as appropriateDevelop post-event communication plan for each eventProvide suggestions and problem-solving during the execution of the eventOffice Management Responsibilities
Handle routine office management functions including but not limited to:Partner with the building management, outside vendors and suppliersAct as receptionist for the officeManage vendor contracts for the officeOrder supplies for the officeManage the upkeep of the office kitchen and ensure all supplies are stockedQualifications
Bachelor’s degree and a minimum of 2-5 years of prior experience as an Office Manager and/or Administrative or Executive AssistantAdaptable and versatile skill setOutstanding phone skillsExperience with Salesforce and Microsoft Office suite (Word, Excel, PowerPoint, Outlook)Strong attention to detailAbility to quickly grasp systems/technologies used at BessemerExcellent organizational skills, including the ability to handle multiple tasks simultaneouslyThoughtful interpersonal skills and comfort working within a teamInterest/experience in financial servicesGood working knowledge of office technology (PCs, printers, fax and copy machines, etc.)The base salary range for this position is ($60,000 - $100,000). 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.Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.To watch a video about Bessemer Trust’s history, click here.To learn more about Bessemer Trust, click here.About Our Employee Rewards And Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:Competitive base salary plus discretionary annual bonus for select positionsA 401(k) plan with a generous annual profit-sharing contributionPersonalized development and career opportunities, including tuition reimbursement supportComprehensive medical, dental, and vision plans with zero contributions for employee coverageEmployee assistance (EAP) and wellness programsHybrid work environment: 60% in office, 40% remote for most positionsPaid time off and paid parental leaveEmployer-paid life insurance and short- and long-term disability coverageLegal services and financial wellness plans at no cost to employeesBessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
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