Operations Specialist

The Family Office Management (FOM) Group is seeking a highly motivated and detail-oriented professional to serve as Operations Specialist in their Woodbridge, New Jersey office.


This role will support the delivery of private foundation administration services while contributing to operational and project management initiatives across the FOM platform. Working closely with senior leadership this individual will help ensure high-quality client service, data integrity and effective execution of strategic projects.


Responsibilities

Private Foundations Services

• Support the full grant lifecycle, including intake, due diligence, review, and disbursement
• Maintain and validate client data utilizing grant management systems.
• Assist in preparing materials for foundation board meetings, including reports, analyses, and supporting documentation.
• Support foundation-related communications by responding to internal and external inquiries and escalating complex matters as appropriate.
• Partner with client advisors and internal partners to ensure seamless client experience.

Operations

• Support the execution of FOM initiatives including client onboarding, reporting, billing and internal audit.
• Assist with process improvements and operational enhancements.

Qualifications

• Bachelor's degree required
• Experience with nonprofits, private foundations, or grants administration preferred
• Experience in project coordination, operations, or client service environments preferred
• Strong organizational and time management skills with attention to detail
• Excellent written and verbal communication skills
• Strong problem-solving skills and ability to escalate issues appropriately
• High level of discretion and professionalism
• Experience working across multiple software platforms a plus

The base salary range for this position is $90,000 - $120,000 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 $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.

Key Facts:

• 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, 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 positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

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.