Coordinator

AllianceBernstein • Stamford, CT

12d • $60,000 - $62,000

About The Position

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships. A Private Wealth Coordinator will: Support multiple Financial Advisors. Initiate and respond to client requests. Answer internal and external telephone calls within your 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.

Requirements

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

Nice To Haves

• Bachelor’s degree
• Financial services industry experience

Responsibilities

• Support multiple Financial Advisors.
• Initiate and respond to client requests.
• Answer internal and external telephone calls within your 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level