As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.

We are seeking a Temp-to-Hire PRIVATE WEALTH COORDINATOR 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. 

Responsibilities

• Support the Managing Director of the San Diego office.
• 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: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change. 
• This is a temp-to-hire role, with the opportunity to work a hybrid schedule.  
• Total compensation is competitive and comprised of base salary plus overtime.

Requirements

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.

DESIRED QUALIFICATIONS

• Bachelor's degree 
• Financial services industry experience