Qureos Mentor

Bessemer Trust

<div>
 The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer&rsquo;s ultra-high net worth clients from our Los Angeles office. The Administrative Assistant will provide seamless administrative support to the Client Advisory and Office Management Team.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Screen incoming communications and route for action and follow-up.
 </li>
 <li>
 Communicate with both internal and external contacts including significant prospect and client relationships.
 </li>
 <li>
 Draft and proof standard correspondence.
 </li>
 <li>
 Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required.
 </li>
 <li>
 Assist with bookkeeping and accounting for various client transactions.
 </li>
 <li>
 Comprehensive organization of meetings and luncheons as needed.
 </li>
 <li>
 Detailed calendar management and coordination of travel arrangements.
 </li>
 <li>
 Prepare and submit expense reports in a timely manner.
 </li>
 <li>
 Welcome and assist guests visiting the office.
 </li>
 <li>
 Provide general support to the Office Manager as needed.
 
 
 </li>
 </ul>
 
 Client Service
 
 
 
 <ul>
 <li>
 Handle routine communication with clients and their advisors via telephone, email, and fax.
 </li>
 <li>
 Document written and verbal client interactions in Salesforce.
 </li>
 <li>
 Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
 </li>
 <li>
 File correspondence and other documents in internal databases.
 </li>
 <li>
 Provide general support to the Client Advisory Team as needed.
 
 
 </li>
 </ul>
 
 Account Administration
 
 
 
 <ul>
 <li>
 Collaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
 </li>
 <li>
 Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
 </li>
 <li>
 Process client remittances and bill payments
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree Preferred
 </li>
 <li>
 Excellent oral and written communication skills
 </li>
 <li>
 Adaptable and versatile skill set
 </li>
 <li>
 Strong attention to detail
 </li>
 <li>
 Experience with Salesforce is a plus
 </li>
 <li>
 Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred.
 </li>
 <li>
 Thoughtful interpersonal skills and comfort working within a team
 
 
 </li>
 </ul>
 The base salary range for this position is $70,000.00 - $90,000.00 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&rsquo;s incentive compensation plan, and other compensation programs as applicable. 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, subject to plan terms and Company policies.
 
 
 
 About Bessemer Trust
 
 
 
 <ul>
 <li>
 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 &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
 </li>
 <li>
 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.
 </li>
 <li>
 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&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
 
 
 </li>
 </ul>
 
 Key Facts
 
 
 
 <ul>
 <li>
 For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
 </li>
 <li>
 Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;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.
 </li>
 <li>
 To watch a video about Bessemer Trust&rsquo;s history, click here.
 </li>
 <li>
 To learn more about Bessemer Trust, click here.
 
 
 </li>
 </ul>
 
 About Our Employee Rewards And Benefits
 
 
 
 <ul>
 <li>
 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:
 </li>
 <li>
 Competitive base salary plus discretionary annual bonus for select positions
 </li>
 <li>
 A 401(k) plan with a generous annual profit-sharing contribution
 </li>
 <li>
 Personalized development and career opportunities, including tuition reimbursement support
 </li>
 <li>
 Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
 </li>
 <li>
 Employee assistance (EAP) and wellness programs
 </li>
 <li>
 Hybrid work environment: 60% in office, 40% remote for most positions
 </li>
 <li>
 Paid time off and paid parental leave
 </li>
 <li>
 Employer-paid life insurance and short- and long-term disability coverage
 </li>
 <li>
 Legal services and financial wellness plans at no cost to employees
 
 
 </li>
 </ul>
 
 Bessemer 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.
 
</div>

Administrative Assistant

<div>At Bessemer Trust, the Compliance Executive Assistant will provide seamless administrative support to the Chief Compliance Officer (CCO) and members of the Compliance team.

Responsibilities
<ul>
<li>Manage calendars, travel arrangements, and expense reporting for the CCO and other designated Compliance members.</li>
<li>Support service provider due diligence process, including scheduling due diligence visits, managing due diligence calendar, requesting and tracking reporting, and managing related communications.</li>
<li>Manage Compliance calendar and reporting of task completion.</li>
<li>Coordinate and schedule Compliance training activities and assist in the completion tracking.</li>
<li>Support committee and Board meetings, including coordination of agendas, preparation of meeting materials, and IT coordination.</li>
<li>Process transaction requests and invoices, ensuring proper documentation, approvals, and timely processing.</li>
<li>Assist with the preparation of presentations or reports provided to key governance committees and/or senior management.</li>
<li>Maintain organized and current Compliance files and records, including important Compliance and regulatory correspondence.</li>
<li>Participate in special projects and provide administrative support for Compliance initiatives, audits, regulatory examinations, filings, and process improvements as needed.</li>
</ul>
Qualifications
<ul>
<li>Bachelor's Degree required.</li>
<li>4&ndash;6 years of experience as an executive or administrative assistant directly supporting a Division or Department Head of a mid-size/large private or public sector firm.</li>
<li>Compliance experience and/or familiarity with regulatory requirements strongly preferred.</li>
<li>Excellent organizational, interpersonal, communication, and analytical skills.</li>
<li>Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment with accuracy and efficiency.</li>
<li>High level of professionalism, discretion, confidentiality, and sound judgment when handling sensitive matters.</li>
<li>Strong attention to detail with a sense of urgency and follow-through.</li>
<li>Proven ability to work independently and collaboratively in a team-oriented environment.</li>
<li>Strong computer skills required, including proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), virtual meeting platforms (Teams, Zoom), document management systems, and electronic signature tools; ability to quickly learn firm-specific systems and applications.</li>
</ul>
The base salary range for this position is $85,000 - $100,000 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. 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, subject to plan terms and Company policies.
About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; 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:
<ul>
<li>For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.</li>
<li>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.</li>
<li>To watch a video about Bessemer Trust's history, click here.</li>
<li>To learn more about Bessemer Trust, click here.</li>
</ul>
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:
<ul>
<li>Competitive base salary plus discretionary annual bonus for select positions</li>
<li>A 401(k) plan with a generous annual profit-sharing contribution</li>
<li>Personalized development and career opportunities, including tuition reimbursement support</li>
<li>Comprehensive medical, dental, and vision plans with zero contributions for employee coverage</li>
<li>Employee assistance (EAP) and wellness programs</li>
<li>Hybrid work environment: 60% in office, 40% remote for most positions</li>
<li>Paid time off and paid parental leave</li>
<li>Employer-paid life insurance and short- and long-term disability coverage</li>
<li>Legal services and financial wellness plans at no cost to employees</li>
</ul>
Bessemer 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.</div>

Compliance Executive Assistant

Join Bessemer Trust and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Bessemer Trust

About Company

Administrative Assistant

Compliance Executive Assistant