Hybrid Private Wealth Administrative Assistant

AllianceBernstein L.P.

Northern (KY)

Hybrid

USD 45,000 - 65,000

Full time

9 days ago
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Benefits offered by this job

Hybrid work model
Mentoring Programs
Flexible time off

Job summary

AllianceBernstein L.P. is seeking an Administrative Assistant to support Private Wealth Management. You will prepare materials for client meetings, coordinate calendars, and act as a liaison for advisors and clients.

The role emphasizes client-centric service, collaboration with teams, and professional communication in a fast-paced corporate setting. Ideal candidates have 1+ year of admin experience, strong organizational skills, and proficiency in Microsoft Office; Salesforce experience is

Qualifications

  • The ideal candidate will have 1+ year of administrative or executive support experience in a corporate setting.
  • Ability to independently prioritize and execute multiple complex tasks in a fast-paced environment.
  • Outstanding verbal and written communication to deliver distinctive client service.
  • Strong time management and organizational skills; attention to detail is essential.

Responsibilities

  • Prepare for client and prospect meetings by creating presentations, materials, and reports.
  • Set up on-site client meetings with a hospitality mindset and arrange logistics.
  • Effectively manage advisors’ calendars and scheduling; respect preferences and needs.
  • Serve as primary escalation point for client inquiries and administrative requests.
  • Communicate proactively with advisors about priorities and changes.
  • Build relationships with clients and professionals; respond with urgency and care.
  • Collaborate with other assistants, coordinators, associates, management, and partners.
  • Assist with event coordination, strategy calls attendance, attendee outreach, and logistics.
  • Handle general office duties including supplies, facilities, correspondence, phones, and travel plans.

Skills

Verbal communication
Written communication
Microsoft Office
Time management
Organizational skills
Client service
Calendar management

Tools

Salesforce

Job description

AllianceBernstein L.P. is seeking an Administrative Assistant to support Private Wealth Management. You will prepare materials for client meetings, coordinate calendars, and act as a liaison for advisors and clients.

The role emphasizes client-centric service, collaboration with teams, and professional communication in a fast-paced corporate setting. Ideal candidates have 1+ year of admin experience, strong organizational skills, and proficiency in Microsoft Office; Salesforce experience is

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