The Trading & Portfolio Operations Officer will be involved in all aspects of trading. The individual will be part of a team that operates in a small group environment resulting in exposure to all facets of investment management. This role will involve regular interaction with Portfolio Managers, Client Advisors, Custody and counterparties. The Trading & Portfolio Operations Officer should be a self- starter with the ability to understand and cle...
Estate Planning & Client Service. Review clients' estate planning and trust documents and advise Client Advisors and clients' lawyers and other outside advisors on content and technical matters, suggesting changes if appropriate. Identify potential trust and estate and related tax issues for clients and Client Advisors and serve as a resource for clients and clients' attorneys and other advisors. Prepare memos or letters for clients with recommen...
Description. This position reports directly to the organization's Chief Compliance Officer. The ideal candidate should have a minimum of 15 years of experience working in a senior compliance role within a bank or trust company, with relevant bank examiner experience also a plus. Serving in a strategic role as the subject matter expert in banking and fiduciary compliance, the candidate should have a deep understanding of relevant banking and fiduc...
The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients from our San Francisco office. The Administrative Assistant will provide seamless administrative support to the Client Advisory Team. Responsibilities. . Assist in preparation of account opening documentation and account profiles. Perform cash management functions and related tra...
Bessemer Trust is seeking a highly skilled and motivated Public Relations and Social Media Associate to join a group of talented corporate strategy & communications professionals to learn and grow within a dynamic and collaborative team. This is a unique opportunity to gain hands-on experience in high-profile public relations and social media efforts at a leading family office. This role will report to the Public Relations Manager. Responsibiliti...
