Virtual EA

The Executive Assistant will support the Chief Financial Officer (CFO) for Bessemer Trust, a family office overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth, and Bessemer Securities Corporation, private family investment company founded in 1911 with a diverse portfolio. The Executive Assistant will provide seamless administrative support and serve as a liaison with key internal and external constituencies, requiring a clear understanding of the firm's priorities and the ability to build effective working relationships across departments and seniority levels.
Success in this role 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 to their work.
Handles highly confidential financial, organizational, and personnel-related information with discretion
Supports the preparation, coordination, and distribution of materials for Board, Executive Committee, and other finance and leadership meetings
Partners closely with Finance, Legal, HR, Compliance, and other internal teams on time-sensitive requests
Plans and arranges travel in Concur for air, hotel, and transportation; Assists with invoice processing, vendor coordination, budget tracking, or other finance-related administrative tasks as needed
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
Excellent attention to detail and uncompromising commitment to quality and client service
Flexibility to work overtime, sometimes with limited notice
Ability to spend time in Woodbridge, NJ office as needed
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; and sick time, subject to plan terms and Company policies.
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.
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.To watch a video about Bessemer Trust's history, click here.
Competitive base salary plus discretionary annual bonus for select positions
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
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees