Private Wealth Administrative Assistant

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

Benefits offered by this job

Competitive compensation

Retirement plan matching

Health & wellness 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 Wealth Advisors and Management. You will prepare presentations, coordinate client meetings, manage calendars, and handle a range of administrative tasks to support client service and business growth.

The role requires 1+ year of experience in corporate admin, strong communication, and proficiency in Microsoft Office; Salesforce is a plus.

Qualifications

• 1+ year of administrative or executive support experience in a corporate setting.
• Strong verbal and written communication skills.
• Excellent time management and organizational abilities.
• Client-focused mindset with attention to detail.
• Proficient in Microsoft Office; Salesforce experience preferred.

Responsibilities

• Prepare and organize presentations, meeting materials, and reports for advisor meetings.
• Set up and coordinate on-site client meetings with hospitality.
• Manage calendars and schedule meetings, balancing preferences.
• Serve as the primary point of contact for client inquiries and admin requests.
• Proactively communicate with advisors about priorities and changes.
• Build relationships with clients and their professionals, delivering responsive service.
• Collaborate with teammates and internal partners to support goals.
• Coordinate office events, strategy calls, and logistics.
• Handle general office tasks: supplies, facilities, travel planning.
• Answer calls and support reception; data entry and tracking for initiatives.

Skills

Administrative experience

Microsoft Office

Salesforce

Communication

Time management

Client-focused

Tools

Salesforce

Job description

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.

What You’ll Do:

• 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:

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 atwww.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

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.

Los Angeles, California

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private‑wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought‑provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

AB does not discriminate

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.