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Senior Administrative Assistant

AllianceBernstein
New York City, United Statesfull_timeVerifiedPosted 15 Nov 2023
💰 $120,000/yr($80,000/yr$120,000/yr)

About the role

We are seeking a Senior Administrative Assistant for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The Senior Principal Coordinator will work in a dynamic, trust-based partnership with a Principal Financial Advisor to serve a broad range of clients’ needs.  As a seasoned professional between the Principal Advisor and both internal and external clients, the Senior Administrative Assistant plays a vital role in cultivating client relationships.
  • Manage all aspects of Advisor’s calendar by maintaining ownership of internal and external meetings, including scheduling, travel and follow up
  • Independently develop presentations and reports for Advisors’ high net worth clients, prospects and intermediaries
  • Provide general administrative duties including database management and reporting
  • Serve as a primary point of escalation for client inquiries and administrative requests
  • Manage ad hoc projects to completion
  • Develop best practices for enhancing advisor’s productivity and business generation
  • Lead service initiatives for clients and centers of influence
  • Introduce and be accountable for marketing initiatives to drive business activity
  • Partner with advisor to solve complex client challenges
  • Collaborate with team members to ensure exceptional personalized service is delivered
  • Act on behalf of Senior Advisor, as appropriate, in Firm-led initiatives
  • Forge deep alliances with internal and external clients to enhance Senior Advisor’s brand
Desired Qualifications
The ideal candidate should have at least 3 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
  • Demonstrate sound judgement and justify decision making to senior leadership
  • Outstanding verbal and written communication skills to deliver distinctive client service
  • Present to and influence others with conviction
  • Highly proficient in Microsoft Word, Excel and PowerPoint.
  • Bachelor’s degree
  • Financial services industry experience
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.
In accordance with Section 8-107(32) as set forth in the New York City Human Rights Law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $80,000 to $120,000. 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, benefits, year-end incentive compensation, and other incentives. This role is eligible for overtime pay.
Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.comNew York City, New York

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Company

AllianceBernstein

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