Admin Jobs

About The Position

Requirements

• Prior experience in private wealth management, or a similar private client environment, along with the ability to quickly develop detailed knowledge of Bernstein's services, procedures, and products.
• Experience in trust and estate services is strongly preferred.
• Possesses strong interpersonal, communication, and leadership skills
• Is comfortable leading thoughtful conversations with clients during emotional life events
• Can work independently under pressure and as part of a team
• Is highly proactive and exhibits a sense of urgency to meet business needs
• Has a demonstrated track record of strong performance in prior roles
• Has a Bachelor’s degree
• Is SIE, Series 7 and Series 63 licensed

Responsibilities

• Lead both client and support team meetings to discuss estate administration requirements, timelines, and provide clear guidance as main point of communication throughout process.
• Coordinate client authorization and execute all estate-related transactions: account openings & closings, asset transfers & distributions, portfolio allocations, cost basis updates, etc.
• Conduct detailed research on deceased clients’ Bernstein accounts and relationships to identify key considerations and map out subsequent steps in the estate admin process
• Serve in advisory capacity with associates and advisors to answer ad hoc questions, create process roadmaps, and present research findings
• Partner with internal legal and retirement account specialist teams to interpret trusts, wills, letters testamentary, designation of beneficiary forms, court documents, etc.
• Identify areas of inefficiency in the estate admin process and proactively drive solutions
• Prepare and present consultative observations & updates to senior management
• Opportunity to earn additional certifications in estate administration (e.g. Chartered Trust and Estate Planning (CTEP), Certified Trust and Fiduciary Advisor (CTFA), etc.)

Benefits

• Comprehensive training program – The Associate Development Program (ADP)
• In-depth industry training on proprietary investments, services, policies and procedures
• Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
• A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
• Behavioral training geared toward the development of communication, leadership, and other professional skills
• Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role