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Private Wealth Administrative Assistant

AllianceBernstein
Los Angeles, USA
Full-time
Junior · 1+ years experience
Onsite
Discovered 3 weeks ago
CommunicationClient serviceSalesforce

Full Job Posting

What You’ll Do

  • Partner with multiple financial advisors to boost productivity and efficiency through service and support functions, including:
  • Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
  • Demonstrate a hospitality mindset in setting up and arranging on-site client meetings.
  • Effectively manage advisors’ calendars, including scheduling and maintaining meetings, while considering preferences and needs.
  • Serve as primary point of escalation for client inquiries and administrative requests.
  • Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
  • Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.
  • Collaborate with other administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
  • Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics.
  • Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.
  • General administrative duties including writing correspondence, answering phones, database maintenance, expense management oversight and organizing travel plans.
  • Answer internal and external telephone calls within your team and while covering the reception desk.
  • Manage data entry, tracking and coordination for team facing initiatives. As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts.
  • Approximate Hours: 8:00am–5:00pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.
  • What We’re Looking For:
  • The ideal candidate should have 1+ year/s of administrative or executive support experience in a corporate or professional setting. 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.

Qualifications

  • The ideal candidate should have 1+ year/s of administrative or executive support experience in a corporate or professional setting.
  • 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.

Preferred Qualifications

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

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