UBS

Administrative Officer

UBS$120K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a leading financial institution
  • Proven management experience in an administrative role
  • Possession of Series 7, 66, and 9/10 licenses
  • Self-motivated and driven individual
  • Ability to delegate and collaborate effectively
  • Expertise in fostering a positive business culture
  • Interest in utilizing AI to enhance workflows

Responsibilities

  • Lead the operations and administrative team, conducting performance reviews
  • Manage facility operations and oversee cost management processes
  • Ensure employees complete required training and comply with policies
  • Guarantee service excellence standards are met across the team
  • Oversee client accounts, correspondence, and public communications
  • Act as an escalation point for service breaks and operational issues
  • Resolve escalated issues from branches effectively

Benefits

  • Comprehensive employee benefits package
  • Opportunities for variable compensation or awards
  • Support for professional development
  • Access to advanced tools and technology
  • Collaboration with experienced market leaders
Full Job Description
Your role

Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart?

We're looking for a market administrative officer to:
• lead the operations and administrative team, conducting performance reviews and making personnel decisions
• manage administration, including facilities, and oversee overall cost management
• make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulatory requirements
• guarantee that the team meets service excellence standards
• oversee new client accounts, client correspondence and communications with the public
• act as a point of escalation for service breaks, operations issues and business continuity, resolving escalated issues from branches

Your team

You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll be a member of the market team, reporting directly to the Divisional Administrative Office and working closely with the Market Head. You'll lead a team of administrative managers and support staff across your market acting as a coach on all aspects of the role.

Your expertise
• ideally [range/number] years of experience with a leading financial institution
• management experience as administrative manager or other substantive leadership role
• series 7, 66 and 9/10
• motivated, self-directed and driven
• comfortable working in partnership and able to delegate effectively
• skilled at creating a positive business culture (you have the human touch)
• You're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - Washington - Bellevue min USD 120000 - max USD 145000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

Similar Jobs

More Jobs at UBS

More Finance & Insurance Jobs

Find similar Administrative Officer jobs: