Senior Administrative Assistant

Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors and Management, they help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs.

Responsibilities

• Effectively and accurately manage the Managing Director’s calendar, including scheduling meetings, appointments, and travel plans
• Exercise a high level of discretion in connection with complex and confidential duties
• Support the Managing Director’s efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries
• Coordinate complex senior-level internal/external meetings and conference calls
• Handle a high volume of phone calls from external clients and internal contacts
• Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting
• Assist in general office maintenance, which may include ordering office supplies and facilities coordination
• Work directly with clients in all aspects of client servicing
• Prepare presentations and reports for management, clients, and prospects
• Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up
• Provide support and partnership to the marketing team as needed
• Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members

Requirements

• 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals
• 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
• Client-focused with a high attention to detail
• Accomplished team player who thrives in a rigorous and challenging environment
• Strong proficiency in Microsoft Office is required; experience with Salesforce preferred

Pay

The minimum and maximum base annual salary for this role is $75,000–$80,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. This role is eligible for overtime pay.

Schedule

Approximate hours: 8:00 a.m.–5:00 p.m. Flexibility to work overtime as workload demands change.

Benefits

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

About Bernstein

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.