Administrative Assistant

About the role

Bernstein Administrative Assistants are client service professionals who help propel the growth of our Private Wealth Management Platform. This role involves partnering with senior investment professionals to serve a broad range of clients' needs.

Responsibilities

• 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 the primary point of escalation for client inquiries and administrative requests.
• Proactively communicate with advisors to understand priorities and keep them updated on changes and developments.
• 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, including attending strategy calls, attendee outreach, and event logistics.
• Manage general office maintenance, including ordering supplies and facilities management.
• Take ownership of tasks related to general office maintenance, including writing correspondence, answering phones, database maintenance, expense management oversight, and organizing travel plans.
• Answer internal and external telephone calls within the team and while covering the reception desk.
• Manage data entry, tracking, and coordination for team-facing initiatives.
• Perform general administrative duties, such as managing data entry, tracking, and coordination for team-facing initiatives.

Requirements

• 3-5 years of administrative or executive support experience in a corporate or professional setting.
• Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills.
• Individuals who are client-focused and have a high attention to detail.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Strong proficiency in Microsoft Office is required, experience with Salesforce preferred.

Qualifications

• High school diploma or equivalent.
• Experience in a professional setting.
• Excellent communication and interpersonal skills.
• Ability to handle multiple tasks simultaneously.
• Attention to detail and ability to meet deadlines.

Skills

• Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Proficiency in Salesforce (preferred).

Benefits

Total compensation is competitive and comprised of base salary plus overtime. Approximate hours are 8:30am–5:30pm, with flexibility to work overtime as needed. AB offers a comprehensive benefits package including:

• Competitive compensation offerings.
• Retirement plans with matching employer contribution and no fees on core investments.
• A holistic employee benefit package to support your and your family’s health and wellness.
• Flexible time off.
• A hybrid work model.
• Mentoring programs.

Pay

Base Salary Range: $60,000 to $65,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives, and department-specific awards.

Schedule

Approximate hours are 8:30am–5:30pm. Flexibility to work overtime as workload demands change.