Administrative Assistant

AllianceBernstein LP•Los Angeles, CA
•Hybrid

About The Position

Bernstein Administrative Assistants are client service professionals who partner with Financial Advisors and Management to support the growth of the Private Wealth Management Platform. The role partners with multiple financial advisors to improve productivity and efficiency through client service, meeting preparation, calendar management, communications, event coordination, office maintenance, and general administrative support. As the employee masters assigned tasks, additional projects of increasing responsibility may be added to enhance business development and client servicing efforts. The approximate hours are 8:00 a.m. to 5:00 p.m., with flexibility to work overtime as workload demands change. The role is based in Los Angeles, California, and follows a hybrid work model.

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.
  • 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 and preparing 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 relationships with clients and their professionals, responding to needs urgently and exceeding expectations.
  • Collaborate with administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
  • Participate in office event coordination, including strategy calls, attendee outreach, and event 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 additional projects of increasing responsibility as assigned and as existing tasks are mastered.

Benefits

  • Competitive compensation offerings.
  • Retirement plans with matching employer contributions 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.
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