UBS

Market Administrative Officer

UBS$70K — $95K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in a leading financial institution
  • Prior management experience in an administrative or leadership role
  • Possession of Series 7, 66, and 9/10 licenses
  • Self-motivated and driven individual
  • Strong partnership and delegation skills
  • Adept at fostering a positive business culture

Responsibilities

  • Lead and manage the operations and administrative team
  • Conduct performance reviews and make personnel decisions
  • Handle administration and oversee overall cost management
  • Ensure all employees complete required training and coaching on policies
  • Maintain service excellence standards within the team
  • Oversee new client accounts and manage client communications
  • Act as a point of escalation for operational issues and service breaks

Benefits

  • Opportunities for career development within Wealth Management Americas
  • Engagement with high net worth and ultra-high net worth clients
  • Direct involvement in shaping administrative policies and procedures
  • Collaboration with market team leaders and other administrative managers
  • Contributing to a positive organizational culture through coaching and support
Full Job Description
Your role

We're looking for a South Florida 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 7 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)

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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