Coordinator

Bernstein Private Wealth Management; Cleveland (OH); On-site; USD 60,000 - 65,000; Full time

Job summary

Bernstein Private Wealth Management in Cleveland, Ohio, is seeking an Administrative Assistant responsible for supporting Financial Advisors by preparing for client meetings, managing calendars, and ensuring high-quality client service. The ideal candidate will have 3-5 years of experience in a professional setting and strong communication skills.

This role includes general administrative duties, event coordination, and maintaining client relationships. Compensation is competitive, with a base salary range of $60,000 to $65,000, plus overtime as needed.

Qualifications

• 3-5 years of administrative or executive support experience in a corporate environment.
• Ability to independently prioritize and execute multiple complex tasks.
• Outstanding verbal and written communication skills.

Responsibilities

• Ensure advisors are prepared for client and prospect meetings.
• Manage and maintain advisors’ calendars.
• Build strong relationships with clients and address their needs.

Skills

Communication

Relationship-building

Time management

Organizational skills

Client-focused

Proficiency in Microsoft Office

Salesforce experience

Job description

Who You’ll Work With

Bernstein 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.

What You’ll Do

• 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, including scheduling and maintaining meetings, while considering preferences and needs.
• Serve as 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 with responsibilities including attending strategy calls, attendee outreach, and event logistics.
• Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.
• 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.

What We’re Looking For

The ideal candidate should have 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. Individuals who are client‑focused and have 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 and Hours

Approximate Hours: 8:30am–5:30pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime. Base Salary Range: $60,000 to $65,000.

Location: Cleveland, Ohio.