Wealth Management Admin Specialist — Hybrid

AllianceBernstein; United States; Remote; USD 75,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Mentoring Programs

Competitive compensation

Retirement plans

Job summary

Bernstein Administrative Assistants support Wealth Advisors within Bernstein Private Wealth Management, partnering with senior investment professionals to serve a broad client base. You will help prepare presentations, manage calendars, and coordinate meetings with attentive client service.

You will also handle inquiries, travel planning, expense oversight, and data tracking while collaborating with diverse teams to advance business goals and client servicing excellence.

Qualifications

• 1+ year of administrative or executive support experience in a corporate or professional setting.

Responsibilities

• Prepare presentations, meeting materials, and reports for client and prospect meetings.
• Set up on-site client meetings with a hospitality mindset.
• Manage advisors’ calendars and schedule meetings according to preferences.
• Serve as primary point of contact for client inquiries and administrative requests.
• Proactively communicate with advisors on priorities and updates impacting practice and clients.
• Build strong client relationships and respond to needs with urgency.
• Collaborate with colleagues to complete tasks and support business goals.
• Coordinate office events, including strategy calls, outreach, and logistics.
• Oversee general office maintenance, ordering supplies, and facilities management.
• Handle writing, phones, database maintenance, travel planning, and expense oversight.
• Answer calls for the team and cover reception when needed.
• Enter and coordinate data for team initiatives; take on increasing responsibilities.

Skills

Client service

Communication

Time management

Calendar management

Team collaboration

Tools

Microsoft Office

Salesforce

Job description

Bernstein Administrative Assistants support Wealth Advisors within Bernstein Private Wealth Management, partnering with senior investment professionals to serve a broad client base. You will help prepare presentations, manage calendars, and coordinate meetings with attentive client service.

You will also handle inquiries, travel planning, expense oversight, and data tracking while collaborating with diverse teams to advance business goals and client servicing excellence.