Senior Administrative Assistant

AllianceBernstein L.P.; San Diego (CA); On-site; USD 75,000 - 80,000; Full time

Job summary

AllianceBernstein L.P. in San Diego, CA seeks a Senior Administrative Assistant to partner with the Managing Director and Financial Advisors, delivering exceptional client service across a broad range of needs.

You will manage calendars, coordinate meetings and travel, handle confidential duties, assist in recruiting and onboarding, and support the marketing team as needed. The role requires 3+ years of admin experience, strong communication, and proficiency in Microsoft Office and Salesforce,

Qualifications

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

Responsibilities

• Effectively manage the Managing Director's calendar, scheduling meetings, appointments, and travel.
• Exercise discretion with confidential duties.
• Support recruiting and onboarding of advisor staff, and respond to inquiries.
• Coordinate complex high-level meetings and conference calls.
• Handle high volumes of calls from clients and internal contacts.
• Prepare correspondence, maintain databases, reconcile expenses, and generate reports.
• Assist in office maintenance and facilities coordination.
• Work with clients on service delivery and client servicing.
• Prepare presentations and reports for management, clients, and prospects.
• Assist with ad-hoc reports and special projects needing detail and follow-up.
• Provide support to the marketing team as needed.
• Train new team members and contribute to a collaborative team effort.

Skills

Administrative support

Calendar management

Communication

Tools

Microsoft Office

Salesforce

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:

• Effectively and accurately manage the Managing Director's calendar, including schedule meetings, appointments, and travel plans
• Be expected to exercise a high level of discretion in connection with complex and confidential duties
• Support the Managing Director's efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries
• 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
• Work directly with clients in all aspects of client servicing
• 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.

Salary Disclosure

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary: $75,000-80,000. 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, depending on eligibility, benefits, year-end incentive compensation, and other incentives. This role is eligible for overtime pay.

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

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.

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 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.