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Investment and Wealth Strategies Senior Coordinator/Manager

Investment and Wealth Strategies Senior Coordinator/Manager

5 - 10 years

10 - 14 Lacs

Pune

Posted:2 days ago| Platform:

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Skills Required

Administration Interpersonal skills Wealth management senior coordinator Investment strategies Strategic planning Scheduling Client relationship Investment management MS Office

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description

We are seeking a Senior Coordinator/Manager for the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB. This Pune-based role involves overseeing a team of coordinators, providing training, and ensuring coverage/backfill when team members are out. The successful candidate will also provide administrative support to 2-3 senior professionals and partner with team members in various offices nationally. This role offers an exciting opportunity to lead and develop a team while contributing to the success of the Investment and Wealth Strategies team. We are seeking a dedicated individual who is looking to grow and thrive in this position for the long term.

Specific Responsibilities:
Oversee and manage Pune-based coordinators, ensuring effective team operations and providing training as needed. Provide coverage and backfill for team members during absences to maintain seamless operations. Manage active meeting and travel calendars, including scheduling meetings with internal staff and external contacts. Arrange business travel and handle day-to-day calendar changes. Manage incoming resource requests promptly, ensuring accuracy with meeting counts as a top priority. Assist with projects such as the preparation of presentation materials. As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility. Navigate the 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, manage complex calendars and projects while exuding composure, energy, and a good sense of humor. Strong leadership skills to oversee and train a team of coordinators. 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 5 years of experience managing calendars effectively for multiple directors. Strong understanding of all office technology and advanced knowledge of Microsoft Office products, particularly Outlook, OneNote, Excel, PowerPoint, and Word. College Degree. 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.

Department Description

Bernstein Private Wealth Management ( Bernstein ), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein s integrated approach allows the firm to tailor each client s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB s deep research expertise across asset classes and geographies.

Pune, India

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Investment and Wealth Strategies Senior Coordinator/Manager