Private Wealth Coordinator

Bernstein Private Wealth Management; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Bernstein Private Wealth Management in Atlanta, GA seeks a Private Wealth Coordinator to partner with Financial Advisors and serve a broad client base. You will act as a liaison between Advisors and internal/external clients, supporting relationships and delivering high-quality presentations and reports.

The role emphasizes calendar management, meeting scheduling, and proactive administrative duties within a trust-based team. 1-2 years’ experience preferred; bachelor’s degree required.

Qualifications

• 1-2 years of experience as a coordinator or executive support in a corporate or professional office.
• Strong verbal and written communication for heavy client interaction.
• Excellent organizational skills and attention to detail.
• Capable of prioritizing and executing multiple tasks in a dynamic, deadline-oriented environment.
• Working knowledge of Microsoft Word, Excel and PowerPoint.

Responsibilities

• Support multiple Financial Advisors.
• Initiate and respond to client requests.
• Answer internal and external telephone calls within the team and while covering the reception desk as necessary.
• Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
• Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
• Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
• Total compensation is competitive and comprised of base salary plus overtime.

Skills

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Multitasking

Microsoft Word

Microsoft Excel

PowerPoint

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Job Description

We are seeking a

• Initiate and respond to client requests.
• Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
• Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
• Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
• Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
• Total compensation is competitive and comprised of base salary plus overtime.

Job Description

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.

A Private Wealth Coordinator Will

• Support multiple Financial Advisors.
• Initiate and respond to client requests.
• Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
• Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
• Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
• Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
• Total compensation is competitive and comprised of base salary plus overtime.

Job Qualifications

The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.

• Excellent verbal and written communication skills for heavy client interaction.
• Effective interpersonal skills and flexibility to adapt to a variety of personalities.
• Strong organizational skills and attention to detail.
• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
• Working knowledge of Microsoft Word, Excel and PowerPoint.

Desired Qualifications

• Bachelor’s degree
• Financial services industry experience

Department Description

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

#BernsteinPWM

Atlanta, Georgia