Investment and Wealth Strategies Senior Coordinator/Manager

5 - 9 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for a Senior Coordinator/Manager to join the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB. Based in Pune, you will be responsible for supervising a team of coordinators, providing necessary training, and ensuring coverage when team members are absent. In addition, you will offer administrative support to 2-3 senior professionals and collaborate with team members in different national offices. This role presents an exciting opportunity to lead a team, foster growth, and contribute to the success of the Investment and Wealth Strategies team. We are seeking a dedicated individual who aspires to establish a long-term career in this position. Your responsibilities will include overseeing and managing the Pune-based coordinators, maintaining efficient team operations, and providing training when required. You will be responsible for covering and backfilling for absent team members to ensure smooth operations. Managing active meeting and travel calendars, scheduling internal and external meetings, arranging business travel, handling calendar changes, managing incoming resource requests promptly, and assisting with projects like preparing presentation materials will also be part of your role. As you master tasks, your administrative duties may be supplemented with projects of increasing responsibility. You will navigate the firm effectively by interacting with various departments on behalf of leadership to gather information, respond to requests, and coordinate meetings. We are seeking candidates with the following attributes: - Experienced planner with the ability to manage complex calendars and projects effectively, demonstrating composure, energy, and a good sense of humor. - Strong leadership skills to oversee and train a team of coordinators. - Collaborative with good interpersonal skills for coordination with senior individuals within and outside the firm. - Organized with attention to detail, capable of meeting tight deadlines, managing multiple projects, and flexibility to re-prioritize as necessary. - At least 5 years of experience managing calendars for multiple directors effectively. - Proficient in office technology with advanced knowledge of Microsoft Office products, especially Outlook, OneNote, Excel, PowerPoint, and Word. - College Degree. - Strong oral and written communication skills. - Ability to exercise good judgment regarding administrative issues. - Poised, professional, and able to exhibit sound judgment. - Effective communication with leadership and clients, acting as a liaison with clients and their assistants. - Self-motivated with excellent anticipation skills. About the Department: Bernstein Private Wealth Management offers advanced planning strategies and a range of investment management services to high net worth families, endowments, foundations, and institutions to help them achieve specific financial goals. With a focus on alignment of interests and accountability, Bernstein's integrated approach tailors each client's portfolio to minimize tax and volatility effects, utilizing investment strategies rooted in AB's deep research expertise across asset classes and geographies.,

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