Senior Administrative Assistant

AllianceBernstein L.P.; Houston (TX); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Mentoring Programs

Retirement plans with matching

Job summary

AllianceBernstein L.P. in Houston seeks a Senior Administrative Assistant to partner with Managing Director and Financial Advisors, delivering high-level administrative support and creating presentations, reports, and client materials.

You will manage calendars, coordinate meetings, and support office operations while handling a high volume of calls to ensure exceptional client service. You will also assist with ad-hoc projects, expense reconciliation, and reporting, contributing to efficient

Qualifications

• 3+ years of administrative or executive support experience in a corporate setting.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills to manage multiple priorities.

Responsibilities

• Partner with Managing Director and Financial Advisors to support client needs and prepare meetings and materials.
• Set up and arrange on-site client meetings with a hospitality mindset.
• Manage calendars and schedule meetings while considering preferences and needs.
• Proactively communicate with advisors to understand priorities and updates for clients.
• Coordinate complex senior-level internal/external meetings and conference calls.
• Handle a high volume of calls from external clients and internal contacts.
• Prepare correspondence, maintain databases, reconcile expenses, and generate management reports.

Skills

Communication

Time management

Organizational skills

Microsoft Office

Salesforce

Tools

Salesforce

Microsoft Office

Job description

Who You'll Work With:

Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial 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:

The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients. The Senior Administrative Assistant will:

• Partner with multiple financial advisors and leadership to boost productivity and efficiency through service and support functions, including: 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
• Effective manage advisors' calendars, including scheduling and maintaining meetings, while considering preferences and needs
• Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
• Coordinate complex senior-level internal/external meetings and conference calls
• Handle a high volume of phone calls from external clients and internal contacts
• Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting
• Assist in general office maintenance, which may include ordering office supplies and facilities coordination
• Prepare presentations and reports for management, clients, and prospects
• Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up
• Provide support and partnership to the marketing team as needed
• Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members
• Work the Approximate Hours of: 8:00 a.m.-5:00 p.m. Flexibility to work overtime as workload demands change

What We're Looking For:

The ideal candidate should have 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals. 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:

About Bernstein 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 at www.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

If you're ready to innovate and grow your career, join us.

AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.

#BernsteinPWM Houston, Texas

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 to our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

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.