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Wealth Strategies Coordinator

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AllianceBernstein

12d ago

  • Job
    Full-time
    Junior Level
  • People, HR & Administration
    Business, Operations & Strategy
  • Pune
  • Quick Apply

AI generated summary

  • You should have 2+ years in an admin role, strong Microsoft Office skills, effective communication, good judgment, and the ability to manage multiple projects with professionalism and composure.
  • You will manage calendars, arrange travel, handle resource requests, assist in project preparation, and collaborate across departments to support leadership efficiently.

Requirements

  • - Experienced planner with a demonstrated ability to respond effectively and efficiently, ability to manage complex calendars and projects while exuding composure, energy, and good sense of humor.
  • - Collaborates well with others and has good interpersonal skills for coordination with senior people inside and outside the firm.
  • - Good organization skills, an eye for detail, the ability to meet tight deadlines, skill to juggle multiple projects, and flexibility to re-prioritize when needed.
  • - Minimum of 2 years-experience in an administrative or support role preferred
  • - Strong understanding of all office technology and advanced knowledge of Microsoft Office products, particularly Outlook, OneNote, Excel, PowerPoint, and Word
  • - Effective oral and written communication skills
  • - Ability to use good judgment regarding administrative issues
  • - Ability to maintain poise, presence, and professionalism – and exhibit solid judgment
  • - Communicate effectively and professionally with leadership, act as liaison with clients and their assistants
  • - Self-starter with excellent anticipation skills

Responsibilities

  • Manage active meeting and travel calendars, including meetings with internal staff and external contacts
  • Arrange business travel and day-to-day calendar changes
  • Manage incoming resource requests in a timely manner ensuring for accuracies with meeting count being a top priority
  • Assist with projects such as preparation of presentation materials
  • As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility
  • Navigate firm effectively and efficiently by interfacing with various departments on behalf of leadership to collect information, respond to requests and coordinate meetings

FAQs

What is the location for the Wealth Strategies Coordinator position?

The position is based in Pune, India.

What team will the Coordinator be working with?

The Coordinator will be part of the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB.

What is the primary role of the Wealth Strategies Coordinator?

The primary role is to provide administrative support to 3-5 Senior professionals and assist with coordination among team members across various offices nationally.

What are some specific responsibilities of this job?

Specific responsibilities include managing meeting and travel calendars, arranging business travel, handling resource requests, assisting with projects such as presentation materials, and interfacing with various departments to collect information.

Is experience required for this position?

Yes, a minimum of 2 years of experience in an administrative or support role is preferred.

What skills are important for a candidate applying for this position?

Important skills include strong organizational abilities, attention to detail, effective communication, proficiency in Microsoft Office products, and the ability to manage complex calendars and projects.

Will there be opportunities for increased responsibilities?

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

Are there any specific technological skills required for this role?

Yes, advanced knowledge of Microsoft Office products, particularly Outlook, OneNote, Excel, PowerPoint, and Word, is required.

How important is collaboration in this position?

Collaboration is very important, as the role requires coordination with senior professionals inside and outside the firm.

What is the company's culture like at AB?

The company fosters a culture of intellectual curiosity and collaboration, creating an environment where everyone can thrive and do their best work.

AllianceBernstein

#FullyInvested

Finance
Industry
1001-5000
Employees
1967
Founded Year

Mission & Purpose

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $665 billion in assets under management as of February 2023. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.