Job Description
Who You’ll Work With:
Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients’ needs.
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.