Abglobal

Private Wealth Senior Administrative Associate

New York, New York · Senior

Sponsorship not specified$90k-$110kDetected 29 days ago

Project ManagementSalesforceExcelLogisticsResearchCommunicationCollaborationCritical ThinkingMentoringPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

The role operates in a fast‑paced, trust‑based environment and emphasizes strategic partnership, independent decision‑making, and ownership of complex, high‑visibility workstreams.
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.

Responsibilities

The Senior Administrative Associate provides senior‑level administrative, operational, and project support requiring strong judgment, critical thinking, and the ability to anticipate business needs.
Partner closely with senior leaders to proactively manage priorities, anticipate needs, and enable effective use of executive time.
Manage complex and dynamic calendars, coordinate travel, and oversee logistics with accuracy, discretion, and diplomacy.
Lead and support cross‑functional projects and initiatives, including planning, coordination, tracking deliverables, and ensuring timely execution.
Conduct independent research and analysis, synthesize information, and prepare clear summaries or recommendations to support executive and business decision‑making.
Prepare, analyze, and maintain high‑quality presentations, reports, spreadsheets, and materials for management reviews, client meetings, and other senior‑level forums.
Support business management activities such as organizational planning, maintaining and updating organizational charts, reporting, and operational documentation.
Manage multiple priorities and timelines simultaneously, identifying opportunities to improve processes, strengthen controls, and enhance operational efficiency.
Navigate the firm effectively by interfacing with internal partners (e.g., Legal, People, Compliance, Technology) and external contacts and vendors.
Bernstein Senior Administrative Associates are client service professionals and trusted business partners who work closely with Senior Executives, Wealth Advisors, and cross‑functional stakeholders.

Requirements

Demonstrated experience supporting senior‑level leaders and managing complex, high‑visibility responsibilities with a high degree of independence.
Maintain flexibility to support business needs, including availability outside standard business hours when required.

Nice to have

Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
experience with Salesforce, reporting, or collaboration tools preferred.

Skills

Proven ability to independently prioritize and execute multiple complex tasks and projects in a fast‑paced, deadline‑driven environment.
Exceptional organizational skills, attention to detail, and follow‑through.
High level of professionalism, integrity, and discretion when handling sensitive information.
Demonstrated project management capability, including tracking milestones and driving outcomes.

Compensation

Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
$90,000- $110,000.
Competitive compensation offerings

Benefits

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
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors.
That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being.

Company info

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
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth.
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.
Join us in pursuing insights that unlock opportunities.
Learn more at www.Bernstein.com
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base
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.

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