Private Wealth Coordinator at Bernstein… · Stamford

Summary: Bernstein Private Wealth Management is seeking a Private Wealth Coordinator to support Financial Advisors in serving a diverse clientele. The role involves client interaction, administrative duties, and managing Advisors’ schedules to enhance client relationships. Responsibilities: - 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 Required Qualifications: - 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 Preferred Qualifications: - Bachelor's degree - Financial services industry experience Required Skills: Client interaction, Microsoft Office Important Skills: Financial services experience Benefits: Health insurance coverage, An employee wellness program, Life and disability insurance, A retirement savings plan, Paid holidays, Sick and vacation time off