Administrative Assistant

Who You’ll Work With Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship‑building skills. In collaboration with Financial Advisors and Management, you will help propel the growth of our Private Wealth Management Platform. What You’ll Do Partner with multiple financial advisors to boost productivity and efficiency through service and support functions. 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, 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 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, attending strategy calls, attendee outreach, and event logistics. Take ownership of general office maintenance tasks, including ordering supplies and facilities management. Handle 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 with flexibility to work overtime as workload demands change. What We’re Looking For 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. Client‑focused with 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. Compensation Total compensation is competitive and comprised of base salary plus overtime. 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. Benefits 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 Hybrid work model Mentoring programs Equal Employment Opportunity Statement AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based on job‑related criteria. #J-18808-Ljbffr