Administrative Assistant/Marketing Coordinator - Wealth Management

Neuberger Berman

North America , USA


Ending On: 14 Dec 2019 9 days to go


Job Description

We are looking for Administrative Assistant/Marketing Coordinator - Wealth Management


Employment: Full-Time

Requirements: Salary: Competitive
Location: New York, NY, USA
Apply Now

**Administrative Assistant/Marketing Coordinator - Wealth Management**

About Neuberger Berman LLC:

**Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

Provide administrative support for three distinct Wealth Management sales teams. Candidates should possess an interest in the financial markets and be energized by the possibility of contributing within a fast-paced team environment.


+ Assist in answering a heavy volume of multiple phone lines for several members of the Wealth Management sales force. Expected to take efficient and detailed messages and to maintain professional demeanor on all phone calls. High profile/contact with clients, other companies' executives and internal executives.

+ Participate in "team" effort with regards to the marketing and client servicing efforts for Wealth Management. Act as a liaison between Wealth Management and other departments around the firm for purposes of tracking down information or assisting with special projects.

+ Type correspondence, prepare marketing materials, and prepare prospect and client presentations.

+ Maintain calendars of Wealth Advisors including scheduling meetings, meeting and greeting visitors, coordinating conference rooms, video conferences and making meal arrangements.

+ Handle travel arrangements including airline reservations, hotel accommodations, car rental reservations, car service arrangements and driving directions as needed.

+ Prepare travel and expense reports as needed.

+ Perform general administrative duties: copying, faxing, filing, binding presentations, supply orders, sorting and distributing mail.

+ Prepare and execute mass mailings (i.e., brochure requests, newsletter requests, quarterly client reports, etc.).

+ Create entries and maintain all client and prospect data in Salesforce.

+ Must be willing to learn and utilize internal client account maintenance programs.


+ College degree or equivalent experience.

+ 5 years corporate administrative experience (Financial Services preferred).

+ Ability to take initiative and work with minimal supervision.

+ Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment.

+ Proficiency with Microsoft Office (Word, Excel, PowerPoint and Outlook) Salesforce a plus.

+ Excellent organizational and communication skills.

+ Will sponsor for SIE, Series 7 & 66 license.

_Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $333 billion in client assets (as of June 30, 2019) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team-including 600-plus investment professionals and more than 2,100 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last five consecutive years (firms with 1,000+ employees).


At Neuberger Berman, we are dedicated to cultivating a diverse, inclusive and equitable environment, where our people can be their authentic selves and realize their professional and personal goals. Our approach is based on three primary tenets: empowering, connecting and caring.

**Empowering** : Our people have a voice and can bring their unique perspectives to both the business table and our walls. Notably, our Advocacy Walk-located on our executive floor-is a curation of pieces from our art collection that highlights important societal issues, and reinforces that we are a firm that encourages feedback and inspires our colleagues to take risks.

**Connecting** : Our people are united in the way we collaborate and lead. With support from the firm, many of our engagement initiatives, create a greater sense of fellowship amongst our colleagues and stronger connections. This includes our Employee Resources Groups-Women's Forum, Veterans Group, NB Pride Network, NextGen Network, and the NB Black Experience-and cultural celebrations for Diwali, Chinese New Year and Hispanic Heritage Month, among others in which we celebrate the diversity of our people.

**Caring** : Our people serve their communities. Our _NB Impacts_ program allows employees to leverage the firm's broad resources to support their causes globally through charity and volunteer efforts that matter to them. From providing financial support (including the Neuberger Berman Foundation and corporate grants) to using our skills, time and effort (volunteerism and nonprofit board service), we believe strongly in extending our culture of service from clients to our community.

Neuberger Berman is passionate about supporting this environment by creating a workplace that provides balance and support for our employees-both professionally and personally. Our Employee Investment Solutions and best-in-class retirement program focus on financial health and wellness. In-house yoga, meditation and Peloton bikes, along with nutrition counseling and healthy cooking demos, are among our many body and mind wellness opportunities. Finally, our benefits are on the leading edge of policies around domestic partner benefits and family-oriented programs, including primary and non-primary care leave, adoption benefits, back-up childcare, and our NeuParents support and networking group.

Our people and our culture are our greatest assets, and we remain committed to making Neuberger Berman a best-in-class place to work.

For important disclosures:

Key Responsibility

Company Profile

Employer: Neuberger Berman

About Company:

View Contact Details

Contact for any query

Similar Jobs

External Relations and Lo...

Africa , Angola


Posted On: 07 Nov 2019

Document Controller - Zam...

Africa , Zambia


Posted On: 08 Nov 2019

Finance and Administrativ...

Africa , Zambia


Posted On: 27 Nov 2019

UNJP SP II -Finance and A...

Africa , Zambia


Posted On: 25 Nov 2019

Administrative Assistant

Africa , Zambia


Posted On: 05 Dec 2019