Wealth Strategies Coordinator

Company Description:

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.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

Job Description

We are seeking a Pune based Coordinator for the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB. This person will provide administrative support to 3-5 Senior professionals, as well as partnering to provide assistance and coordination with team members in various offices nationally.

Specific responsibilities may include the following:

• 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

Job Qualifications

We are interested in candidates with the following attributes:

• 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

Pune, India