Compliance Executive Assistant

At Bessemer Trust, the Compliance Executive Assistant will provide seamless administrative support to the Chief Compliance Officer (CCO) and members of the Compliance team.

 

Responsibilities

• Manage calendars, travel arrangements, and expense reporting for the CCO and other designated Compliance members.
• Support service provider due diligence process, including scheduling due diligence visits, managing due diligence calendar, requesting and tracking reporting, and managing related communications.
• Manage Compliance calendar and reporting of task completion.
• Coordinate and schedule Compliance training activities and assist in the completion tracking.
• Support committee and Board meetings, including coordination of agendas, preparation of meeting materials, and IT coordination.
• Process transaction requests and invoices, ensuring proper documentation, approvals, and timely processing.
• Assist with the preparation of presentations or reports provided to key governance committees and/or senior management.
• Maintain organized and current Compliance files and records, including important Compliance and regulatory correspondence.
• Participate in special projects and provide administrative support for Compliance initiatives, audits, regulatory examinations, filings, and process improvements as needed.

Qualifications

• Bachelor’s Degree required.
• 4–6 years of experience as an executive or administrative assistant directly supporting a Division or Department Head of a mid-size/large private or public sector firm.
• Compliance experience and/or familiarity with regulatory requirements strongly preferred.
• Excellent organizational, interpersonal, communication, and analytical skills.
• Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment with accuracy and efficiency.
• High level of professionalism, discretion, confidentiality, and sound judgment when handling sensitive matters.
• Strong attention to detail with a sense of urgency and follow-through.
• Proven ability to work independently and collaboratively in a team-oriented environment.
• Strong computer skills required, including proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), virtual meeting platforms (Teams, Zoom), document management systems, and electronic signature tools; ability to quickly learn firm-specific systems and applications.

The base salary range for this position is $80,000 - $100,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive based on individual and company performance. Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.

 

About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 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 118 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