Senior Administrative Assistant

AllianceBernstein • Houston, TX

26d • Hybrid

About The Position

Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs. The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients.

Requirements

• 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals.
• 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 with a high attention to detail.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Strong proficiency in Microsoft Office is required.

Nice To Haves

• Experience with Salesforce preferred.

Responsibilities

• Partner with multiple financial advisors and leadership to boost productivity and efficiency through service and support functions.
• Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
• Demonstrate a hospitality mindset in setting up and arranging on-site client meetings.
• Effectively manage advisors’ calendars, including scheduling and maintaining meetings, while considering preferences and needs.
• Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
• Coordinate complex senior-level internal/external meetings and conference calls.
• Handle a high volume of phone calls from external clients and internal contacts.
• Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting.
• Assist in general office maintenance, which may include ordering office supplies and facilities coordination.
• Prepare presentations and reports for management, clients, and prospects.
• Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up.
• Provide support and partnership to the marketing team as needed.
• Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members.

Benefits

• Competitive compensation offerings
• Retirement plans with matching employer contribution and no fees on core investments
• A holistic employee benefit package to support your and your family’s health and wellness
• Flexible time off
• Hybrid work model
• Mentoring Programs

What This Job Offers

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