Administrative Assistant

AllianceBernstein • Los Angeles, CA

6d • $80,000 - $85,000 • Hybrid

About The Position

Bernstein is seeking an Administrative Assistant to partner with multiple financial advisors and support the growth and client service needs of its Private Wealth Management platform. The role works in collaboration with Financial Advisors, management, other administrative staff, and internal business partners to help advisors serve clients and prospects. Approximate hours are 8:00 a.m.–5:00 p.m., with flexibility to work overtime as workload demands change. The position is based in Los Angeles, California, and follows a hybrid work model.

The Administrative Assistant supports client and prospect meetings by preparing presentations, meeting materials, and reports; arranging on-site meetings; managing calendars; and responding to client inquiries and administrative requests. The role also involves proactive communication with advisors, relationship-building with clients and their professional contacts, event coordination, general office maintenance, and a range of administrative duties. As responsibilities are mastered, the role may include projects of increasing responsibility that support business development and client service.

Requirements

• At least 1 year 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.
• Client-focused approach and high attention to detail.
• Ability to work effectively as a team player in a rigorous and challenging environment.
• Strong proficiency in Microsoft Office.

Nice To Haves

• Experience with Salesforce.

Responsibilities

• Prepare advisors for client and prospect meetings by creating presentations, meeting materials, and reports.
• Set up and arrange on-site client meetings with a hospitality mindset.
• Manage advisors’ calendars, including scheduling and maintaining meetings while considering preferences and needs.
• Serve as the primary point of escalation for client inquiries and administrative requests.
• Communicate proactively with advisors about priorities and changes or developments affecting their practices and clients.
• Build strong relationships with clients and their professional contacts, responding to needs urgently and going beyond expectations.
• Collaborate with administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, solve problems, and support business goals.
• Participate in office event coordination, including strategy calls, attendee outreach, and logistics.
• Handle general office maintenance tasks, including ordering supplies and facilities management.
• Perform general administrative duties, including writing correspondence, answering phones, maintaining databases, overseeing expenses, and organizing travel plans.
• Answer internal and external telephone calls within the team and while covering the reception desk.
• Manage data entry, tracking, and coordination for team-facing initiatives.
• Take on projects of increasing responsibility as tasks are mastered, supporting business development and client service efforts.

Benefits

• Competitive compensation offerings.
• Retirement plans with matching employer contribution and no fees on core investments.
• Holistic employee benefits package supporting employee and family health and wellness.
• Flexible time off.
• Hybrid work model.
• Mentoring programs.
• Benefits, commissions, year-end incentive compensation, and other incentives may be available depending on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed