Bessemer Trust is actively recruiting for a Fee Operations Analyst to join the Fee Operations Team. The ideal candidate will work collaboratively with a dedicated team to ensure the smooth operation of the fee lifecycle (serving over 50,000 client accounts). The lifecycle encompasses all stages, from initial implementation through ongoing maintenance to offboarding upon closure. This position presents an exciting opportunity to launch a successful career at a leading firm.

Primary Responsibilities:

• Work in a fast-paced environment as required to meet deadlines and obtain knowledge of the firm’s complex/customized fees, various systems and applications
• Research, analyze, and implement fee structures for new accounts
• Perform fee related changes for all existing accounts
• Process closing account requests including the calculation and processing of final fees
• Implement non-standard fees approved by senior management
• Reconcile daily transactions and process account clearing entries
• File client account documentation on Bessemer’s electronic storage application (Dorado)
• Work closely with Client Advisory on fee analyses, complex fee matters, and overall client needs
• Perform testing of periodic software upgrades to ensure all system functions remain operational
• Assist with projects that improve data, processes, or user experience to increase efficiency and reduce errors upon request

Qualifications:

• Bachelor’s Degree required
• 1-2 years of corporate experience, minimum
• Microsoft Office Excel – intermediate skillset is required
• FIS Global Plus, Appway, PL/SQL experience is a plus
• Excellent verbal and written communication skills with the ability to be clear and concise
• Effective organizational skills with the ability to prioritize multiple tasks and evolving policies with accuracy and efficiency
• Detail-oriented, innovative thinker, and self-starter
• Research and analytical skills

About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 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 117 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 technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here .
• To learn more about Bessemer Trust, click here .

About Our Employee Rewards and Benefits

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Bessemer Trust 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.