Sr. Administrative Assistant
About the role
Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, 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.
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
Responsibilities
- The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Financial Advisor to serve a broad range of client needs and will act as a liaison with both internal and external clients.
- The Senior Administrative Assistant will effectively and accurately manage a Financial Advisor's calendar, including schedule meetings, appointments, and travel plans.
- Be expected to exercise a high level of discretion in connection with complex and confidential duties.
- Coordinate complex senior-level internal/external meetings and conference calls.
- Handle a high volume of phone