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Administrative Officer

UBS Financial Services Inc.

Job Reference #
BR
City
San Francisco
Job Type
Full Time
Key responsibilities
Do you know how to manage people? Do you have a knack for implementing service standards?
We're looking for someone like this who can:
• 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)
• coach and educate all employees on administrative policies and procedures
• implement service excellence standards, including coaching and educating administrative support staff on best practices on the 'client experience
• partner with the management team and the Home Office to address management or staffing issues
The 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 Market 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 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
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD - max USD /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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
  • : United States - California
  • : Management and Business Support
  • : Global Wealth Management
Vacancy posted 3 days ago
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