UHNW Coordinator

Posted 7 Days Ago
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Īnd, Chamba, Himāchal Pradesh
Junior
Fintech
The Role
The UHNW Coordinator will provide administrative support to senior professionals in the Ultra-High Net Worth and Growth Strategies team, manage calendars, arrange travel, assist with projects, and coordinate information across various departments to ensure effective operations.
Summary Generated by Built In

Job Description

We are seeking a Pune based Coordinator for the Ultra-High Net Worth and Growth Strategies team within Bernstein Private Wealth Management, a unit of AB. This person will provide administrative support to 3-5 Senior professionals, as well as partnering to provide assistance and coordination with team members in various offices nationally.

Specific responsibilities may include the following:

  • Manage active meeting and travel calendars, including meetings with internal staff and external contacts
  • Arrange business travel and day-to-day calendar changes
  • Manage incoming resource requests in a timely manner ensuring for accuracies with meeting count being a top priority
  • Assist with projects such as preparation of presentation materials
  • As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility. 
  • Navigate firm effectively and efficiently by interfacing with various departments on behalf of leadership to collect information, respond to requests and coordinate meetings

Job Qualifications

We are interested in candidates with the following attributes:

Experienced planner with a demonstrated ability to respond effectively and efficiently, ability to manage complex calendars and projects while exuding composure, energy, and good sense of humor.

Collaborates well with others and has good interpersonal skills for coordination with senior people inside and outside the firm.

Good organization skills, an eye for detail, the ability to meet tight deadlines, skill to juggle multiple projects, and flexibility to re-prioritize when needed.

Minimum of 2 years-experience in an administrative or support role preferred

Strong understanding of all office technology and advanced knowledge of Microsoft Office products, particularly Outlook, OneNote, Excel, PowerPoint, and Word

College Degree

Effective oral and written communication skills

Ability to use good judgment regarding administrative issues

Ability to maintain poise, presence, and professionalism – and exhibit solid judgment

Communicate effectively and professionally with leadership, act as liaison with clients and their assistants

Self-starter with excellent anticipation skills

Pune, India

Top Skills

Excel
MS Office
Onenote
Outlook
PowerPoint
Word
The Company
Nashville, TN
4,847 Employees
On-site Workplace
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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