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About the Role

Bernstein Administrative Assistants are client service professionals who collaborate with Financial Advisors and Management to drive growth within the Private Wealth Management Platform. This role offers an opportunity to partner with senior investment professionals to serve diverse client needs.

Responsibilities

• Partner with financial advisors to enhance productivity and efficiency through service and support functions.
• Prepare advisors for client and prospect meetings by creating presentations, materials, and reports.
• Manage advisor calendars, including scheduling and maintaining meetings.
• Serve as the primary point of escalation for client inquiries and administrative requests.
• Proactively communicate with advisors regarding priorities and practice/client impacting changes.
• Build strong relationships with clients and their professionals, responding to needs with urgency.
• Collaborate with internal teams to complete tasks, find solutions, and support business goals.
• Participate in office event coordination, including strategy calls, attendee outreach, and logistics.
• Manage general office maintenance tasks, including supply ordering and facilities management.
• Perform general administrative duties such as correspondence, answering phones, database maintenance, expense management, and travel arrangements.
• Answer internal and external telephone calls and cover the reception desk.
• Manage data entry, tracking, and coordination for team initiatives.
• Undertake additional projects of increasing responsibility as tasks are mastered.

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.
• Strong time management and organizational skills.
• Client-focused with a high attention to detail.
• Accomplished team player thriving in a rigorous and challenging environment.

Skills

• Exceptional communication and relationship-building skills.
• Outstanding verbal and written communication skills.
• Strong proficiency in Microsoft Office.
• Experience with Salesforce preferred.

Location

• New York, New York

Work Type

• Hybrid work model
• Full-time

Experience Level

• 3-5 years

Salary/Compensations

• Base Salary Range: $70,000 to $80,000
• Total compensation is competitive and comprised of base salary plus overtime.

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
• Mentoring Programs
• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off

About the Company

• 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.
• AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity.
• We offer high-quality research and diversified investment services to institutional and individual investors worldwide.
• Our clients include some of the world's top institutions as well as private-wealth clients and retail investors.
• Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.
• We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique.
• We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
• We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.
• With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world.
• We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
• Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.
• Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

Equal Opportunity

• 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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.