Client-Focused Private Wealth Admin | Hybrid, Mentoring

Bernstein Private Wealth Management; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Retirement plans with matching employer contribution

Competitive compensation offerings

Flexible time off

Holistic employee benefit package

Mentoring programs

Job summary

Bernstein Private Wealth Management is seeking an Administrative Assistant in New York, New York, to support Financial Advisors in client service roles. You will prepare meeting materials, manage advisors' calendars, and respond to client inquiries with urgency.

The ideal candidate will have 3–5 years of experience in a professional setting and strong communication skills. The role offers a competitive salary range of $70,000 to $80,000 and a hybrid work model.

Qualifications

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

Responsibilities

• Prepare materials for client and prospect meetings.
• Manage advisors’ calendars and arrange on-site meetings.
• Respond to client inquiries and administrative requests promptly.

Skills

Communication skills

Organizational skills

Time management

Client-focused mindset

Proficiency in Microsoft Office

Tools

Salesforce

Job description

Bernstein Private Wealth Management is seeking an Administrative Assistant in New York, New York, to support Financial Advisors in client service roles. You will prepare meeting materials, manage advisors' calendars, and respond to client inquiries with urgency.

The ideal candidate will have 3–5 years of experience in a professional setting and strong communication skills. The role offers a competitive salary range of $70,000 to $80,000 and a hybrid work model.