Wealth Advisor Support Coordinator

Bernstein Private Wealth Management; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Bernstein Private Wealth Management in Atlanta, GA seeks a Private Wealth Coordinator to partner with Financial Advisors and serve a broad client base. You will act as a liaison between Advisors and internal/external clients, supporting relationships and delivering high-quality presentations and reports.

The role emphasizes calendar management, meeting scheduling, and proactive administrative duties within a trust-based team. 1-2 years’ experience preferred; bachelor’s degree required.

Qualifications

• 1-2 years of experience as a coordinator or executive support in a corporate or professional office.
• Strong verbal and written communication for heavy client interaction.
• Excellent organizational skills and attention to detail.
• Capable of prioritizing and executing multiple tasks in a dynamic, deadline-oriented environment.
• Working knowledge of Microsoft Word, Excel and PowerPoint.

Responsibilities

• Support multiple Financial Advisors.
• Initiate and respond to client requests.
• Answer internal and external telephone calls within the team and while covering the reception desk as necessary.
• Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
• Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
• Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
• Total compensation is competitive and comprised of base salary plus overtime.

Skills

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Multitasking

Microsoft Word

Microsoft Excel

PowerPoint

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bernstein Private Wealth Management in Atlanta, GA seeks a Private Wealth Coordinator to partner with Financial Advisors and serve a broad client base. You will act as a liaison between Advisors and internal/external clients, supporting relationships and delivering high-quality presentations and reports.

The role emphasizes calendar management, meeting scheduling, and proactive administrative duties within a trust-based team. 1-2 years’ experience preferred; bachelor’s degree required.