Executive Assistant

Support the Chief Financial Officer (CFO) at Bessemer Trust, a family office managing over $250 billion in assets for more than 3,000 high-net-worth individuals and families, and Bessemer Securities Corporation, a private family investment company founded in 1911 with a diverse portfolio.

About the role

Provide seamless administrative support and serve as a liaison with key internal and external constituencies. Requires a clear understanding of the firm’s priorities and the ability to build effective working relationships across departments and seniority levels. Success demands unquestionable integrity, sound judgment in handling sensitive and confidential matters, and exceptional interpersonal and organizational skills. The ideal candidate brings excellent attention to detail, the ability to manage multiple projects simultaneously in a fast-paced environment, and a collaborative, solutions-oriented approach.

Responsibilities

• Handle highly confidential financial, organizational, and personnel-related information with discretion
• Manage very active calendars in Outlook, prioritizing conflicting scheduling needs to handle matters expeditiously
• Proactively track key deliverables, tasks, approvals, and deadlines on behalf of the CFO, while ensuring the CFO is well-informed on upcoming meetings, commitments, and responsibilities
• Support the preparation, coordination, and distribution of materials for Board, Executive Committee, and other finance and leadership meetings
• Partner closely with Finance, Legal, HR, Compliance, and other internal teams on time-sensitive requests
• Coordinate internal and external meetings, including reserving conference rooms, setting up videoconferencing, catering, and making restaurant reservations; assist with onsite and/or offsite meeting logistics and location
• Plan and arrange travel in Concur for air, hotel, and transportation; prepare expense reports; and provide itineraries, agendas, and relevant background information for associated meetings
• Handle incoming calls, assess the urgency of situations, and determine necessary involvement of managers or other members of the senior management team
• Attend meetings, produce the agenda, take notes, and follow up on decisions and action items as needed
• Transform draft presentations — given as rough PowerPoint slides or written notes — into polished slides using standardized templates, incorporating bullets, diagrams, pictures, and multimedia
• Assist with invoice processing, vendor coordination, budget tracking, or other finance-related administrative tasks as needed

Requirements

• Bachelor’s degree strongly preferred
• Minimum 6–10 years of successful experience, preferably in a client-driven, technology, banking, or financial environment supporting senior executives
• Demonstrated ability to prioritize and manage multiple projects concurrently
• Advanced proficiency in Microsoft Office (Word, PowerPoint, Excel) and Adobe; comfortable using Microsoft Teams and One Drive, plus knowledge of Concur and DocuSign a plus
• Exceptional interpersonal and organizational skills; friendly and professional demeanor with strong verbal and written communication skills, a high level of accuracy, and responsiveness
• Excellent attention to detail and uncompromising commitment to quality and client service
• Proven ability to work well in and contribute to a team environment
• Flexibility to work overtime, sometimes with limited notice
• Ability to spend time in Woodbridge, NJ office as needed

Pay

The base salary range for this position is $120,000–$140,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable.

Benefits

• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and vision coverage
• Life insurance
• Disability coverage
• Paid holidays, vacation, and sick time
• Hybrid work environment: 60% in office, 40% remote for most positions
• Competitive base salary plus discretionary annual bonus for select positions
• Personalized development and career opportunities, including tuition reimbursement support
• Employee assistance program (EAP) and wellness programs
• Paid parental leave
• Legal services and financial wellness plans at no cost to employees

About Bessemer Trust

Bessemer Trust is a family office overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 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.

For more than 119 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, hosting 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.