Hybrid Private Wealth Admin: Client Services & Events

AllianceBernstein L.P.; Los Angeles (CA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation offerings

Retirement plans with matching

Holistic benefits package

Flexible time off

Hybrid work model

Mentoring Programs

Job summary

AllianceBernstein L.P. in Los Angeles, CA, is seeking an Administrative Assistant to partner with Wealth Advisors and Management in the Private Wealth Management Platform.

You’ll support client service, meeting prep, calendar management, and travel coordination to help advisors serve a broad client base. The role emphasizes exceptional communication, organizational skills, and the ability to handle confidential information.

Qualifications

• 1+ year of administrative or executive support experience in a corporate or professional setting.
• Ability to independently prioritize and execute multiple complex tasks in a fast-paced environment.
• Outstanding verbal and written communication skills for distinctive client service.
• Strong time management and organizational skills.
• Client-focused with high attention to detail.
• Accomplished team player in a rigorous environment.
• Strong proficiency in Microsoft Office; Salesforce experience preferred.

Responsibilities

• Partner with multiple financial advisors to boost productivity and efficiency through service and support functions.
• Prepare for client and prospect meetings with presentations, materials, and reports.
• Set up and arrange on-site client meetings with a hospitality mindset.
• Manage advisors’ calendars, schedule meetings, and accommodate preferences.
• Serve as primary escalation point for client inquiries and administrative requests.
• Communicate with advisors on priorities and developments affecting their practice.
• Build relationships with clients and professionals, responding with urgency and going above expectations.
• Collaborate with colleagues to complete tasks and support business goals.
• Coordinate office events, strategy calls, outreach, and logistics.
• Handle general office maintenance, including supplies and facilities management.
• Answer calls and cover reception; maintain data entry and tracking for team initiatives.

Skills

Microsoft Office

Salesforce

Client service

Communication

Calendar management

Event coordination

Travel planning

Data entry

Tools

Salesforce

Job description

AllianceBernstein L.P. in Los Angeles, CA, is seeking an Administrative Assistant to partner with Wealth Advisors and Management in the Private Wealth Management Platform.

You’ll support client service, meeting prep, calendar management, and travel coordination to help advisors serve a broad client base. The role emphasizes exceptional communication, organizational skills, and the ability to handle confidential information.