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Bernstein Private Wealth Management · 5 days ago

Administrative Assistant

Minneapolis, MN

Full-time

Hybrid

Entry Level

$65K/yr - $68K/yr

1+ years exp

Bernstein Private Wealth Management is a leading firm that advises high-net-worth clients on wealth management complexities. They are seeking an Administrative Assistant to support financial advisors by managing schedules, preparing meeting materials, and enhancing client service through effective communication and relationship building.

ConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

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

Qualification

Microsoft OfficeSalesforceTime managementOrganizational skillsCommunication skills

Required

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

Preferred

Experience with Salesforce preferred

Benefits

Competitive compensation offerings

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

Hybrid work model

Mentoring Programs

Company

Bernstein Private Wealth Management

Bernstein has focused squarely on research and investment management.

Founded in 1967

New York, New York, USA

1001-5000 employees

https://www.bernstein.com/

H1B Sponsorship

Bernstein Private Wealth Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (45)

2024 (63)

2023 (92)

2022 (173)

2021 (160)

2020 (77)