Executive Administrative Assistant – Wealth Management (Hybrid)

AllianceBernstein L.P.; Houston (TX); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Mentoring Programs

Retirement plans with matching

Job summary

AllianceBernstein L.P. in Houston seeks a Senior Administrative Assistant to partner with Managing Director and Financial Advisors, delivering high-level administrative support and creating presentations, reports, and client materials.

You will manage calendars, coordinate meetings, and support office operations while handling a high volume of calls to ensure exceptional client service. You will also assist with ad-hoc projects, expense reconciliation, and reporting, contributing to efficient

Qualifications

• 3+ years of administrative or executive support experience in a corporate setting.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills to manage multiple priorities.

Responsibilities

• Partner with Managing Director and Financial Advisors to support client needs and prepare meetings and materials.
• Set up and arrange on-site client meetings with a hospitality mindset.
• Manage calendars and schedule meetings while considering preferences and needs.
• Proactively communicate with advisors to understand priorities and updates for clients.
• Coordinate complex senior-level internal/external meetings and conference calls.
• Handle a high volume of calls from external clients and internal contacts.
• Prepare correspondence, maintain databases, reconcile expenses, and generate management reports.

Skills

Communication

Time management

Organizational skills

Microsoft Office

Salesforce

Tools

Salesforce

Microsoft Office

Job description

AllianceBernstein L.P. in Houston seeks a Senior Administrative Assistant to partner with Managing Director and Financial Advisors, delivering high-level administrative support and creating presentations, reports, and client materials.

You will manage calendars, coordinate meetings, and support office operations while handling a high volume of calls to ensure exceptional client service. You will also assist with ad-hoc projects, expense reconciliation, and reporting, contributing to efficient