UBS

Market Administrative Officer

UBS$90K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in financial services or related industry
  • Proven management experience in an administrative role or as a leader
  • Required certifications: Series 7, 66, and 9/10
  • Self-motivated, with strong delegation skills
  • Ability to cultivate a positive and inclusive work culture
  • Interests in utilizing AI for workflow optimization and innovation

Responsibilities

  • Lead and develop a high-functioning administrative team
  • Manage administrative operations and overhead costs
  • Ensure compliance with legal, regulatory, and internal training requirements
  • Maintain service excellence standards across the team
  • Oversee client account management and public communications
  • Resolve complex issues and escalate service breaks as necessary

Benefits

  • Collaborative team environment fostering personal growth
  • Opportunities for skill development in the financial sector
  • Support from upper management, including the Regional Administrative Officer
  • Engagement with high net worth clients and families
  • Involvement in the transition to AI and innovation in workflow management
Full Job Description
Your role

Are you a people-first leader who inspires trust, develops talent, and builds high-performing teams? Are you a culture carrier who creates an environment where employees feel supported, empowered, and accountable? Do you have the leadership presence to coach managers and support staff, drive engagement, and lead through change while ensuring operational excellence and regulatory integrity?

We're looking for a market administrative officer to:
• lead the 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, complex 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 Regional Administrative Officer and working closely with the Market Executive. 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 10 years of industry experience with a leading financial institution
• management experience as administrative manager or other substantive leadership role
• series 7, 66 and 9/10 required
• 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

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

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