Hybrid Private Wealth Admin Assistant — Client Services & Support

AllianceBernstein; United States; Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

401(k) matching

Holistic benefits package

Flexible time off

Hybrid work model

Mentoring programs

Job summary

AllianceBernstein is seeking an Administrative Assistant for our Private Wealth Management team in the United States. You will partner with financial advisors to enhance productivity, prepare client meetings, and manage calendars and travel arrangements.

The role emphasizes client service, accuracy, and collaboration across stakeholders. The ideal candidate has 1+ year of admin support experience, strong Microsoft Office skills, and the ability to handle multiple priorities in a fast-paced

Qualifications

• 1+ year of administrative or executive support experience in a corporate or professional setting.
• Ability to independently prioritize and execute multiple tasks under deadlines.
• Outstanding verbal and written communication skills for distinctive client service.
• Strong time management and organizational skills.

Responsibilities

• Prepare for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
• Arrange on-site client meetings with a hospitable setup.
• Manage advisors’ calendars, scheduling and coordinating meetings.
• Serve as primary escalation for client inquiries and administrative requests.
• Proactively communicate priorities to advisors and update them on changes.

Skills

Verbal communication

Written communication

Microsoft Office

Salesforce

Job description

AllianceBernstein is seeking an Administrative Assistant for our Private Wealth Management team in the United States. You will partner with financial advisors to enhance productivity, prepare client meetings, and manage calendars and travel arrangements.

The role emphasizes client service, accuracy, and collaboration across stakeholders. The ideal candidate has 1+ year of admin support experience, strong Microsoft Office skills, and the ability to handle multiple priorities in a fast-paced