Private Wealth Administrative & Client Services Associate

abglobal; Los Angeles (CA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Retirement plans with matching

Job summary

Bernstein Private Wealth Management is seeking an Administrative Assistant to support senior investment professionals. You will prepare meeting materials, manage calendars, and handle client communications with professionalism.

The role emphasizes client service, organization, and collaboration with internal teams. A minimum of 1 year in administrative support in a corporate setting is preferred. Strong MS Office skills and a client-focused mindset are required.

Qualifications

• 1+ year of administrative or executive support experience in a corporate or professional setting.
• Strong verbal and written communication skills to deliver distinctive client service.
• Ability to independently prioritize and execute multiple tasks in a fast-paced environment.

Responsibilities

• Prepare for client and prospect meetings, including creating presentations and reports.
• Set up and arrange on-site client meetings with a hospitality mindset.
• Manage advisors' calendars and scheduling.

Skills

Microsoft Office

Client service

Communication

Time management

Salesforce

Tools

Salesforce

Microsoft Office

Job description

Bernstein Private Wealth Management is seeking an Administrative Assistant to support senior investment professionals. You will prepare meeting materials, manage calendars, and handle client communications with professionalism.

The role emphasizes client service, organization, and collaboration with internal teams. A minimum of 1 year in administrative support in a corporate setting is preferred. Strong MS Office skills and a client-focused mindset are required.