3+ years of experience in a leading financial institution
Management experience in an administrative role or similar leadership position
Possession of Series 7, 66, and 9/10 licenses
Ability to work collaboratively and delegate effectively
Proven skills in fostering a positive business culture
Interest in leveraging AI to enhance workflows with sound judgment
Responsibilities
Manage branch administration and support the management team
Oversee the recruitment and training of administrative support staff
Address local issues identified by management and escalate as needed
Support and drive strategic initiatives within the firm
Identify and implement cost efficiencies in office operations
Benefits
Comprehensive employee benefits package
Opportunities for professional development
Supportive work culture
Potential for additional variable compensation or awards
Full Job Description
Key responsibilities • Manage branch administration and provide administrative support to the management team • Manage end to end process of recruiting and training administrative support staff and provide ongoing management and support for development • Follow up local issues that have been identified by the management team and escalate when necessary • Support and drive strategic firm initiatives • Identify and implement cost efficiencies with office (P&L management)
Your skills and experience • ideally 3+ years of experience with a leading financial institution • management experience as administrative manager or other substantive leadership role • series 7, 66 and 9/10 • 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 - Massachusetts - Boston min USD 105000 - max USD 130000 • United States - Massachusetts - Wellesley min USD 105000 - max USD 130000 /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.
