Senior Administrative Assistant

AllianceBernstein LP • San Francisco, CA

25d • Hybrid

About The Position

The Senior Administrative Assistant is a client service professional who partners with a Managing Director, Financial Advisors, and Management to support the growth of Bernstein’s Private Wealth Management Platform and serve clients. The role acts as a liaison with internal and external clients and requires discretion, strong communication and relationship-building skills, and careful handling of complex and confidential work.

The position supports the Managing Director and Financial Advisors through calendar and travel coordination, recruiting and onboarding support, meeting coordination, client service, administrative work, reporting, and special projects. It also contributes to team operations, marketing support, office maintenance, and training new team members.

The approximate hours are 8:00 a.m. to 5:00 p.m., with flexibility to work overtime as workload demands change. The role follows a hybrid work model and is based in San Francisco, California.

Requirements

• At least 3 years of administrative or executive support experience in a corporate or professional setting, 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 approach and high attention to detail.
• Ability to work as a team player in a rigorous and challenging environment.
• Strong proficiency in Microsoft Office.

Nice To Haves

• Experience with Salesforce.

Responsibilities

• Manage the Managing Director’s calendar, including scheduling meetings, appointments, and travel plans.
• Exercise discretion when handling complex and confidential duties.
• Support the Managing Director’s recruiting and management of advisor staff, including coordinating interviews, onboarding new advisors, and responding to advisor inquiries.
• Coordinate complex senior-level internal and external meetings and conference calls.
• Handle a high volume of phone calls from external clients and internal contacts.
• Prepare and revise correspondence, maintain databases, reconcile monthly expenses, and assist with scheduling and management reporting.
• Assist with general office maintenance, including ordering office supplies and coordinating facilities.
• Work directly with clients on all aspects of client servicing.
• Prepare presentations and reports for management, clients, and prospects.
• Assist with ad hoc reports and special projects requiring attention to detail and follow-up.
• Provide support and partnership to the marketing team as needed.
• Contribute to a team environment focused on exceptional client service, including training new team members.

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.
• Professional growth and advancement opportunities.

What This Job Offers

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