Senior Administrative Assistant

Reposted 3 Days Ago
Be an Early Applicant
Washington, DC, USA
In-Office
75K-80K Annually
Senior level
Fintech
The Role
Partner with a Managing Director and Financial Advisors to manage calendars, client communication, meetings, travel, presentations, reports, onboarding, administrative tasks, and ad-hoc projects with discretion and high attention to detail in a client-facing wealth management environment.
Summary Generated by Built In

Who You’ll Work With:

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.

What You’ll Do:

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.

The Senior Administrative Assistant will:

· Effectively and accurately manage the Managing Director’s calendar, including schedule meetings, appointments, and travel plans

· Be expected to exercise a high level of discretion in connection with complex and confidential duties

· Support the Managing Director’s efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries

· 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

· Work directly with clients in all aspects of client servicing

· 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

· Work the Approximate Hours of: 8:30 a.m.–5:30 p.m. Flexibility to work overtime as workload demands change

What We’re Looking For:

· The ideal candidate should have 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.

· Individuals who are client-focused and have a high attention to detail.

· Accomplished team players who thrive in a rigorous and challenging environment.

· Strong proficiency in Microsoft Office is required, experience with Salesforce preferred.

Who We Are:

About Bernstein

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at www.Bernstein.com

How We Invest in You:

AB’s purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They’re a foundation of our culture, which empowers all of us to be our complete selves – and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity – Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That’s why we’ve crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer:

· 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

AllianceBernstein

(AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $75,000-$80,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. This role is eligible for overtime pay.
 

All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

#BernsteinPWM

Washington DC

Skills Required

  • 3+ years of administrative or executive support experience in a corporate or professional setting
  • Experience working alongside high-level professionals and supporting senior executives
  • Strong proficiency in Microsoft Office
  • Experience with Salesforce
  • Outstanding verbal and written communication skills
  • Strong time management and organizational skills
  • High attention to detail and client-focused approach
  • Ability to independently prioritize and execute multiple complex tasks in a fast-paced, deadline-oriented environment
  • Ability to exercise a high level of discretion handling confidential information
  • Flexibility to work overtime as workload demands change
  • Team player with experience training or mentoring new team members

AllianceBernstein Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.

  • Retirement Support Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
  • Leave & Time Off Breadth Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
  • Wellbeing & Lifestyle Benefits Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.

AllianceBernstein Insights

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The Company
Nashville, TN
4,847 Employees
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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