The Administrative Assistant will provide seamless administrative support to the Client Advisory Team.
Optimum screening of incoming communications and routing for action and follow-up.
Communication with both internal and external contacts including significant prospect and client relationships.
Well proofed standard correspondence.
Preparation of pitch books.
Comprehensive organization of meetings and luncheons as needed;
Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support to other Managers as required.
Bookkeeping/accounting work for various transactions with clients
Client Service
Handle routine communication with clients and their advisors via telephone, email and fax.
Document written and verbal communication with clients and their advisors in Salesforce.
Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
Construct customized spreadsheets for clients.
Complete financial paperwork from other institutions for clients.
File correspondence and other documents in internal databases.
Create documentation of client correspondence for tracking purposes.
Account Administration
Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
Process client remittances in conjunction with Client Tax Department.
Monitor and assist in covering overdrafts.
Supervise and pay client bill payments.
Prepare client presentation packages and reporting on client accounts.
Qualifications
Bachelor’s Degree Required
3-5 years experience as an administrative assistant, preferably within a bank
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.
To apply for this job please visit www.linkedin.com.
