Senior Administrative Assistant

About the role

Bernstein Private Wealth Management is looking for a Senior Administrative Assistant in Houston to work alongside Financial Advisors and management in supporting a broad range of client needs. The role acts as a liaison between internal and external clients and partners with senior investment professionals to help grow the Private Wealth Management platform.

Key responsibilities

• Prepare advisors for client and prospect meetings, including presentations, meeting materials and reports
• Arrange on-site client meetings and manage advisors' calendars, scheduling and maintaining meetings
• Communicate proactively with advisors about priorities and changes affecting their practice and clients
• Coordinate complex 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 prepare management, client and prospect reports
• Assist with office maintenance, such as ordering supplies and facilities coordination
• Support the marketing team, train new team members and take part in ad-hoc reports and special projects

Required profile

• 3+ years of administrative or executive support experience in a corporate or professional setting with high-level professionals
• Ability to prioritize and execute multiple complex tasks in a fast-paced, deadline-oriented environment
• Strong verbal and written communication, time management and organizational skills
• Client-focused, detail-oriented and a strong team player

Required skills

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

What we offer

• Approximate hours of 8:00 a.m. to 5:00 p.m., with flexibility to work overtime
• Competitive compensation and retirement plans with employer matching and no fees on core investments
• Holistic benefits package covering health and wellness, flexible time off and mentoring programs
• Hybrid work model