Senior Administrative Assistant

Bernstein Private Wealth Management; San Diego (CA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Retirement plans

Holistic employee benefits

Flexible time off

Mentoring programs

Job summary

Bernstein Private Wealth Management in San Diego, CA seeks a Senior Administrative Assistant to partner with senior investment professionals, manage the Managing Director’s calendar, and provide comprehensive client service.

The role supports recruiting, meetings coordination, and high-volume communications. Expect calendar and travel logistics, document preparation, and cross‑functional collaboration within a hybrid work environment.

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 to deliver distinctive client service.
• Strong time management and organizational skills.

Responsibilities

• Manage the Managing Director’s calendar, meetings, appointments, and travel plans.
• Exercise discretion with confidential duties.
• Support recruiting and onboarding of advisors, and respond to advisor inquiries.
• Coordinate complex senior-level meetings and conference calls.
• Handle a high volume of calls from external clients and internal contacts.
• Provide general administrative duties including correspondence, database maintenance, expenses, and reporting.
• Assist in office maintenance and facilities coordination.
• Work with clients on all aspects of client servicing.
• Prepare presentations and reports for management, clients, and prospects.
• Assist in ad-hoc reports and special projects requiring attention to detail.
• Provide support to the marketing team as needed.
• Collaborate with team to train new members.
• Work hours 8:00 a.m.–5:00 p.m. with overtime as workload demands.

Skills

Administrative support

Executive support

Communication skills

Time management

Client service

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.

• 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

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‑knitted community. If you’re ready to innovate and grow your career, join us.

#BernsteinPWM

San Diego, California