Senior Administrative Assistant — Hybrid, Growth & Engagement

Bernstein Private Wealth Management; San Francisco (CA); Híbrido; USD 80 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work model

Resumo da oferta

Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with the Managing Director and Financial Advisors in delivering exceptional client service across a broad range of needs.

You will manage calendars, coordinate complex meetings, assist in recruiting and onboarding advisors, and provide high-level administrative support including reports, correspondence, and facilities coordination. A strong team culture and discretion are essential.

Qualificações

• 3+ years of administrative or executive support experience in a corporate or professional setting.
• 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; Salesforce experience preferred.

Responsabilidades

• 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

Conhecimentos

Calendar management

Discretion

Interview coordination

Office administration

Microsoft Office

Salesforce

Ferramentas

Microsoft Office

Salesforce

Descrição da oferta de emprego

Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with the Managing Director and Financial Advisors in delivering exceptional client service across a broad range of needs.

You will manage calendars, coordinate complex meetings, assist in recruiting and onboarding advisors, and provide high-level administrative support including reports, correspondence, and facilities coordination. A strong team culture and discretion are essential.