Private Wealth Administrative Assistant

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

Who You’ll Work With

Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs.

Job Description

Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs.

Who You’ll Work With

Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs.

What You’ll Do

Partner with multiple financial advisors to boost productivity and efficiency through service and support functions, including:

• Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
• Demonstrate a hospitality mindset in setting up and arranging on-site client meetings.
• Effectively manage advisors’ calendars, including scheduling and maintaining meetings, while considering preferences and needs.
• Serve as primary point of escalation for client inquiries and administrative requests.
• Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
• Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.
• Collaborate with other administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
• Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics.
• Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.
• General administrative duties including writing correspondence, answering phones, database maintenance, expense management oversight and organizing travel plans.
• Answer internal and external telephone calls within your team and while covering the reception desk.
• Manage data entry, tracking and coordination for team‑facing initiatives. As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts.

Approximate Hours: 8:00am-5:00pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.

What We’re Looking For

The ideal candidate should have 1+ year/s 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, experience with Salesforce preferred.

Who We Are

About Bernstein

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting‑edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com

How We Invest In You

AB’s purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They’re a foundation of our culture, which empowers all of us to be our complete selves – and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity – Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That’s why we’ve crafted a competitive benefits package and focused intently on developing a holistic approach to employee well‑being. Here are a few highlights of what we have to offer:

• Competitive compensation offerings
• Retirement plans with matching employer contribution and no fees on core investments
• A holistic employee benefit package to support your and your family’s health and wellness
• Flexible time off
• Hybrid work model
• Mentoring Programs

AllianceBernstein

(AB) is a global investment‑management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high‑quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world’s top institutions as well as private‑wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting‑edge ideas and outcomes in a global culture that operates as a tight‑knit community. If you're ready to innovate and grow your career, join us.

Salary Disclosure

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary: $75,000-80,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job‑related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year‑end incentive compensation, and other incentives. This role is eligible for overtime pay.

Location

Los Angeles, California