Elite Executive Assistant to Managing Director

AllianceBernstein; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Mentoring Programs

Competitive compensation offerings

Retirement plans with matching

Job summary

AllianceBernstein’s Bernstein Private Wealth Management team seeks a Senior Administrative Assistant to partner with the Managing Director and Financial Advisors, delivering exceptional client service and confidential support. The role requires coordinating complex schedules, meetings, and travel while handling a high-volume, detail-focused workload.

You will contribute to recruiting, onboarding, and managing advisor staff, collaborate with internal teams, and prepare presentations and reports

Qualifications

• 3+ years of administrative or executive support experience in a corporate or professional setting.
• Outstanding verbal and written communication skills.
• Strong time management and organizational skills.
• Client-focused mindset with attention to detail.
• Team player who thrives in a rigorous, challenging environment.

Responsibilities

• Manage the Managing Director’s calendar, meetings, and travel arrangements.
• Exercise discretion with confidential duties.
• Support advisor staff recruitment, onboarding, and inquiries.
• Coordinate complex senior-level meetings and conference calls.
• Handle high volume calls from clients and internal contacts.
• Prepare correspondence, maintain databases, reconcile expenses, and generate reports.
• Assist in office maintenance, supplies, and facilities coordination.
• Work with clients on all aspects of client servicing.
• Prepare presentations and management reports for clients and prospects.
• Support marketing with ad-hoc projects as needed.
• Train new team members and contribute to a collaborative team environment.

Skills

Microsoft Office

Verbal communication

Written communication

Time management

Organizational skills

Client service

Tools

Salesforce

Job description

AllianceBernstein’s Bernstein Private Wealth Management team seeks a Senior Administrative Assistant to partner with the Managing Director and Financial Advisors, delivering exceptional client service and confidential support. The role requires coordinating complex schedules, meetings, and travel while handling a high-volume, detail-focused workload.

You will contribute to recruiting, onboarding, and managing advisor staff, collaborate with internal teams, and prepare presentations and reports