Hybrid Senior Admin for Wealth Management Advisors

Bernstein Private Wealth Management; West Palm Beach (FL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive pay

Retirement plan matching

Comprehensive benefits

Flexible time off

Hybrid work model

Mentoring programs

Job summary

Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with a Financial Advisor in West Palm Beach. You will manage calendars, coordinate high-level meetings, and handle confidential duties while delivering exceptional client service.

The role requires 3+ years of admin support, strong communication, and mastery of Microsoft Office with Salesforce experience preferred. A hybrid work model is offered along with competitive compensation and a comprehensive

Qualifications

• 3+ years of administrative or executive support experience in a corporate or professional setting.
• Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills.
• Individuals who are client-focused and have a high attention to detail.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Strong proficiency in Microsoft Office is required; Salesforce experience preferred.

Responsibilities

• The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Financial Advisor to serve a broad range of client needs and will act as a liaison with both internal and external clients.
• Effectively and accurately manage a Financial Advisor's calendar, including schedule meetings, appointments, and travel plans
• Be expected to exercise a high level of discretion in connection with complex and confidential duties
• Coordinate complex senior-level internal/external meetings and conference calls
• Handle a high volume of phone calls from external clients and internal contacts
• Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting
• Assist in general office maintenance, which may include ordering office supplies and facilities coordination
• Work directly with clients in all aspects of client servicing
• Prepare presentations and reports for management, clients, and prospects
• Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up
• Provide support and partnership to the marketing team as needed
• Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members
• Work the Approximate Hours of: 8:30 a.m.–5:30 p.m. Flexibility to work overtime as workload demands change

Skills

Administrative experience

Calendar management

Client service

Communication skills

Tools

Salesforce

Microsoft Office

Job description

Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with a Financial Advisor in West Palm Beach. You will manage calendars, coordinate high-level meetings, and handle confidential duties while delivering exceptional client service.

The role requires 3+ years of admin support, strong communication, and mastery of Microsoft Office with Salesforce experience preferred. A hybrid work model is offered along with competitive compensation and a comprehensive