Senior Admin Assistant for Wealth Advisors (Hybrid Role)

Bernstein Private Wealth Management; Houston (TX); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Retirement plans with matching

Holistic employee benefits package

Flexible time off

Mentoring programs

Job summary

Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with Managing Directors and Financial Advisors, serving a broad range of client needs. You will coordinate meetings, prepare reports, and act as a liaison with clients and internal teams to support the growth of the Private Wealth Management Platform.

The ideal candidate has 3+ years in administrative/executive support in a corporate setting, excellent communication, and strong organization.

Qualifications

• 3+ years of administrative or executive support experience in a corporate setting.
• Strong verbal and written communication skills.
• Ability to independently prioritize and manage multiple tasks in a fast-paced environment.

Responsibilities

• Prepare meetings, presentations, materials and reports for advisors.
• Set up on-site client meetings with hospitality mindset.
• Manage advisors' calendars, scheduling and prioritizing meetings.
• Communicate priorities to advisors and update on changes affecting their practice.
• Coordinate complex senior-level internal/external meetings and calls.
• Handle high volume calls from clients and internal contacts.
• Provide general admin duties including correspondence, data maintenance, expenses, and reporting.
• Assist with office maintenance and facilities coordination.
• Support marketing team as needed and participate in team training.
• Contribute to ad-hoc reports and special projects requiring detail and follow-up.

Skills

Administrative support

Calendar management

Client communications

Multitasking

Team collaboration

Attention to detail

Tools

Microsoft Office

Salesforce

Job description

Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with Managing Directors and Financial Advisors, serving a broad range of client needs. You will coordinate meetings, prepare reports, and act as a liaison with clients and internal teams to support the growth of the Private Wealth Management Platform.

The ideal candidate has 3+ years in administrative/executive support in a corporate setting, excellent communication, and strong organization.