Private Wealth Administrative Assistant

About the role

Bernstein Private Wealth Management, a business unit of AllianceBernstein, is hiring an Administrative Assistant in Los Angeles to support its Private Wealth Management platform. The role works alongside senior investment professionals and financial advisors, helping them serve a broad range of clients. Hours are approximately 8:00am to 5:00pm, with flexibility to work overtime as workload changes.

Key responsibilities

• Prepare advisors for client and prospect meetings, including presentations, meeting materials and reports
• Arrange on-site client meetings and manage advisors' calendars
• Serve as the main point of escalation for client inquiries and administrative requests
• Keep advisors informed about changes affecting their practice and clients
• Coordinate office events, including strategy calls, outreach and logistics
• Handle general office maintenance, such as ordering supplies and facilities management
• Write correspondence, answer phones and cover the reception desk, and manage data entry and travel plans
• Supervise expense management and coordinate team initiatives; duties can expand with more responsibility

Required profile

• 1+ year of administrative or executive support experience in a corporate or professional setting
• Ability to prioritize and complete complex tasks in a fast-paced, deadline-driven environment
• Outstanding verbal and written communication, strong time management and organization, and a client-focused, detail-oriented approach

Required skills

• Strong proficiency in Microsoft Office (required)
• Experience with Salesforce preferred

What we offer

• Base salary of $75,000-$80,000, with possible overtime pay
• Retirement plans with employer matching and no fees on core investments
• Health and wellness benefits, flexible time off and a hybrid work model
• Mentoring programs