Wealth Management Admin Specialist

Bernstein Private Wealth Management; Cleveland (OH); On-site; USD 60,000 - 65,000; Full time

Job summary

Bernstein Private Wealth Management in Cleveland, Ohio, is seeking an Administrative Assistant responsible for supporting Financial Advisors by preparing for client meetings, managing calendars, and ensuring high-quality client service. The ideal candidate will have 3-5 years of experience in a professional setting and strong communication skills.

This role includes general administrative duties, event coordination, and maintaining client relationships. Compensation is competitive, with a base salary range of $60,000 to $65,000, plus overtime as needed.

Qualifications

• 3-5 years of administrative or executive support experience in a corporate environment.
• Ability to independently prioritize and execute multiple complex tasks.
• Outstanding verbal and written communication skills.

Responsibilities

• Ensure advisors are prepared for client and prospect meetings.
• Manage and maintain advisors’ calendars.
• Build strong relationships with clients and address their needs.

Skills

Communication

Relationship-building

Time management

Organizational skills

Client-focused

Proficiency in Microsoft Office

Salesforce experience

Job description

Bernstein Private Wealth Management in Cleveland, Ohio, is seeking an Administrative Assistant responsible for supporting Financial Advisors by preparing for client meetings, managing calendars, and ensuring high-quality client service. The ideal candidate will have 3-5 years of experience in a professional setting and strong communication skills.

This role includes general administrative duties, event coordination, and maintaining client relationships. Compensation is competitive, with a base salary range of $60,000 to $65,000, plus overtime as needed.