Private Wealth Administrative Assistant

External

Abglobal · New York, NY

Full-timeHybridToday

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About the role

Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: Competitive compensation offerings Retirement plans with matching employer contribution and no fees on core investments A holistic employee bene

Responsibilities

Partner with multiple financial advisors to boost productivity and efficiency through service and support functions, including:

Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.

Demonstrate a hospitality mindset in setting up and arranging on-site client meetings.

Effectively manage advisors' calendars, including scheduling and maintaining meetings, while considering preferences and needs.

Serve as primary point of escalation for client inquiries and administrative requests. Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.

Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.

Collaborate with other administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals.

Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics.

Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.

General administrative duties including writing correspondence, answering phones, database maintenance, expense management oversight and organizing travel plans.

Answer internal and external telephone calls within your team and while covering the reception desk.

Manage data entry, tracking and coordination for team facing initiatives.

As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts.

Approximate Hours: 8:30am-5:30pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.

Private Wealth Administrative Assistant

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