We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P.  The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs.  As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships. 

A Private Wealth Coordinator will: 

• Support multiple Financial Advisors.   

• Initiate and respond to client requests. 

• Answer internal and external telephone calls within your team and while covering the reception desk as necessary. 

• Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries. 

• Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar. 

• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports. 

• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility. 

• Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.   

• Total compensation is competitive and comprised of base salary plus overtime.

The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office. 

• Excellent verbal and written communication skills for heavy client interaction. 

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

• Strong organizational skills and attention to detail. 

• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment. 

• Working knowledge of Microsoft Word, Excel and PowerPoint.