About this role
Associate Client Advisor at Bessemer Trust. Location: Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington. Role: managing accounts, preparing presentations, documenting communication Requirements: Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas Commitment: Full Time Workplace: Hybrid Languages: English