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Executive Assistant/ Office Manager

Bessemer Trust · La Jolla, California, US

The Bessemer Trust office is looking for an Executive Assistant/Office Manager to join their team.

Job description

The Bessemer Trust office is looking for an Executive Assistant/Office Manager to join their team. This is a hybrid role where the individual will be responsible for supporting the Head of the Office (Regional Director) as well as the Client Advisors and Wealth Advisors, collaborating with our HQ Corporate Real Estate Team ensuring the office operates smoothly and collaborating with our Marketing team to coordinate local conferences and events. Administrative Responsibilities: - Manage calendars effectively - Handle travel arrangements - Prepare timely and thorough expense reports - Screen incoming communications and route for follow-up - Communicate effectively with both internal and external contacts including significant prospect and client relationships - Proof standard correspondence - Maintain client confidentiality and information security - Handle mailings and maintain contacts through Salesforce - Organize meetings, luncheons and interviews as needed - Establish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other Managers - Act as receptionist for the office Marketing Responsibilities: - Partner with t...