Private Wealth Senior Administrative Associate

Bernstein Private Wealth Management; New York (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Retirement plans with matching employer contribution

Competitive compensation offerings

Flexible time off

Holistic employee benefit package

Mentoring programs

Job summary

Bernstein Private Wealth Management is seeking an Administrative Assistant in New York, New York, to support Financial Advisors in client service roles. You will prepare meeting materials, manage advisors' calendars, and respond to client inquiries with urgency.

The ideal candidate will have 3–5 years of experience in a professional setting and strong communication skills. The role offers a competitive salary range of $70,000 to $80,000 and a hybrid work model.

Qualifications

• 3–5 years of administrative or executive support experience.
• Ability to independently prioritize multiple tasks in a fast-paced environment.
• Outstanding verbal and written communication skills.

Responsibilities

• Prepare materials for client and prospect meetings.
• Manage advisors’ calendars and arrange on-site meetings.
• Respond to client inquiries and administrative requests promptly.

Skills

Communication skills

Organizational skills

Time management

Client-focused mindset

Proficiency in Microsoft Office

Tools

Salesforce

Job description

About the Role

Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship‑building skills. In collaboration with Financial Advisors and Management, they help propel the growth of our Private Wealth Management Platform and partner with senior investment professionals to serve a broad range of client needs.

Responsibilities

• Ensure advisors are prepared for client and prospect meetings by 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, 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 updated on changes that impact their practice and clients.
• Build strong relationships with clients and their professionals, responding to their needs with urgency and a 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, including attending strategy calls, attendee outreach, and event logistics.
• Take ownership of general office maintenance tasks, such as ordering supplies and facilities management.
• Perform 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.

Work Hours and Compensation

Approximate Hours: 8:30 am–5:30 pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.

Qualifications

The ideal candidate should have 3–5 years of administrative or executive support experience in a corporate or professional setting; the ability to independently prioritize and execute multiple complex tasks and projects in a fast‑paced, deadline‑oriented environment; outstanding verbal and written communication skills; strong time management and organizational skills; a client‑focused mindset and high attention to detail; and the ability to thrive as an accomplished team player in a rigorous and challenging environment. Strong proficiency in Microsoft Office is required; experience with Salesforce is preferred.

Benefits

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

Compensation Range

Base Salary Range: $70,000 to $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 commissions, year‑end incentive compensation, short‑ and long‑term incentives, and department‑specific awards.

EEO & Equal Employment Opportunity

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 and practices seek to ensure that employment opportunities are available to all employees and applicants, based solely on job‑related criteria.

Location

New York, New York