Senior Administrative Assistant, Private Wealth (Hybrid)

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

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.