Executive Assistant

Bessemer Trust - Atlanta, GA

Hiring: Executive Assistant Company: Bessemer Trust Location: Atlanta, GA Job Posted Time: 2026-09-03 11:00:07 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, SCA, Salesforce, Wealth Management About the job Experience: •3-5 years of experience as an administrative assistant, preferably within a bank supporting a team. •5 years of experience as an administrative assistant, preferably within a bank supporting a team. •119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Required Skills: •Point person with respect to client cash transactions and bill payment requests (i.e., wires, ACHs, internal account journals); requires frequent client communication via email and phone, transaction processing via internal banking systems, and coordination of inter-departmental approvals •Optimum screening of incoming communications and routing for timely action and follow-up. •Professional communication with both internal and external contacts, including significant prospect and client relationships. •Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees. •When appropriate collaborate with the ACAs to create presentation books for clients and prospects. •Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team. •Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed. •Provide direct and pro-active administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions. Qualifications: •Bachelor's Degree Required. •Demonstrated capacity to work well in a team environment. •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. •To watch a video about Bessemer Trust’s history, click here. •To learn more about Bessemer Trust, click here. •Competitive base salary plus discretionary annual bonus for select positions •A 401(k) plan with a generous annual profit-sharing contribution Compensation: •Flexible work environment (work from home / hybrid options) •Competitive base salary plus discretionary annual bonus for select positions Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!