Client Advisor Administrator

Bessemer Trust Washington, District of Columbia
advisor administrator advisor team administrative meetings meeting coordinate administrator report senior communications calls

The DC office is looking for a Client Advisor Administrator to join their collaborative team to service Bessemer's clients. This individual will provide administrative support to the Mid-Atlantic Client Advisory Teams.

Responsibilities:

Support four client advisor teams and report to each team's Senior Client Advisor

Screen incoming communications (calls, mail, faxes, and emails) and route for action and follow-up.

Communicate with both internal and external contacts including significant client relationships

Organize and schedule client meetings and luncheons as needed

Prepare meeting spaces for internal and external meetings

Document written and verbal communication with clients

Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed

Open accounts and coordinate asset transfers with outside agents

Perform cash management functions in accordance with established account procedures and applicable fiduciary laws and policies

Process client remittances in conjunction with Client Tax Department

Supervise and pay client bill payments

Coordinate and help execute clients' philanthropic giving

Qualifications:

Bachelor's degree required

2 years' experience in administrative work, preferably within a bank or investment firm

Acute attention to detail and organizational skills

Team player

Ability to prioritize multiple projects and requests

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

Bessemer 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.


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