Executive Assistant

Who You’ll Work With: 

We are seeking Executive Assistant for the Head of Client and Advisory at Bernstein Private Wealth Management. This individual will provide direct administrative support to an Executive Managing Director and collaborate on project work and coordination with the National Director of Client and Advisory.

What You’ll Do: 

• Coordinate and organize senior-level meetings and manage day-to-day calendar changes for the Head of Client and Advisory

• Organize travel itineraries and reconcile expenses

• Create and update PowerPoint presentations including organization of speaker notes

• Maintain and update central project list for Client & Advisory

• Prepare meeting agendas and prework emails in advance of weekly and monthly meetings

• Prepare weekly memos for Executive Leadership

• Partner with National Director to route approved legal documents for advisors and track receipt of executed documents

• Create surveys to gather feedback from various audiences

• Maintain National Calendar for all events that impact Advisors and Managing Directors

• Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up

• Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management of reporting

• Work the approximate hours of: 8:00 a.m.–5:00 p.m. Flexibility to work overtime as workload demands change

What We’re Looking For: 

• Minimum 5 years of experience in administrative or executive support in a corporate or professional office with experience working alongside high-level executives

• Bachelor’s degree required

• Ability to exercise a high level of discretion in connection with complex and confidential duties

• Excellent verbal and written communication skills for frequent internal and external interaction

• Ability to prioritize and execute tasks and projects in a dynamic, deadline-oriented environment

• Self-starter with excellent anticipation skills, problem-solving, and follow-up

• Strong organizational skills and impeccable attention to detail

• Effective interpersonal skills and flexibility to adapt to a variety of personalities

• Ability to perform a wide variety of tasks and flexibility to change focus quickly as demands change

• Demonstrates a high degree of integrity, confidentiality, and dependability

• Working knowledge of Microsoft Word, Excel, and PowerPoint.

Who We Are: 

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 over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla

Nashville, Tennessee