Bessemer Trust
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Financial Services
Supports ultra-high-net-worth clients by managing relationships, investment programs, account administration, cash management, reporting, and fiduciary documentation. Coordinates with advisors and internal departments, prepares client presentations and customized financial models, monitors asset allocation and overdrafts, processes remittances and payments, and assists with compliance reviews. Requires strong organization, communication, analytical problem-solving, financial markets interest, and proficiency with Microsoft Office.
