Private Wealth Admin Assistant – Hybrid & Client-Focused

Bernstein Private Wealth Management; Los Angeles (CA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Retirement plans with matching

Holistic employee benefits

Flexible time off

Hybrid work model

Mentoring Programs

Job summary

Bernstein Private Wealth Management in Los Angeles is seeking an Administrative Assistant to partner with senior investment professionals, supporting client service, meeting preparation, calendar management, and general office duties.

The ideal candidate will have 1+ year of administrative experience, strong communication, and excellent time management in a fast-paced setting. The role offers a hybrid schedule with a base salary plus overtime, reflecting competitive compensation.

Qualifications

• 1+ year of administrative or executive support experience in a corporate or professional setting.
• Ability to independently prioritize and manage multiple tasks in a fast-paced environment.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills.
• Individuals who are client-focused with a high attention to detail.
• Proficiency in Microsoft Office; Salesforce preferred.

Responsibilities

• Prepare and organize presentations, meeting materials, and reports for client and prospect meetings.
• Set up on-site client meetings with a hospitality mindset.
• Manage advisors’ calendars, schedule and coordinate meetings, and respect preferences.
• Serve as primary point of escalation for client inquiries and administrative requests.
• Proactively communicate with advisors about priorities and updates affecting practice and clients.
• Build relationships with clients and their professionals, responding with urgency and going above and beyond.

Skills

Client service

Communication

Time management

Organizational skills

Microsoft Office

Salesforce

Tools

Salesforce

Microsoft Office

Job description

Bernstein Private Wealth Management in Los Angeles is seeking an Administrative Assistant to partner with senior investment professionals, supporting client service, meeting preparation, calendar management, and general office duties.

The ideal candidate will have 1+ year of administrative experience, strong communication, and excellent time management in a fast-paced setting. The role offers a hybrid schedule with a base salary plus overtime, reflecting competitive compensation.