What are the responsibilities and job description for the Team Administrator position at UBS?
United States - New York
Business management, administration and support
Global Wealth Management
Job Reference #
289061BR
City
Rochester
Job Type
Full Time
Your role
We’re looking for a Team Administrator to:
- guide a team of financial advisors and their support team: client service associates (CSAs), Sr. wealth strategy associate (SWSA), making sure all requests and alerts are addressed
- educate clients on account services and capabilities, and train CSAs to do the same
- prioritize account service requests and review daily reports so they can be appropriately delegated or processed
- oversee the client onboarding process and client meetings
- support financial advisors in the development of a team business plan, identifying client opportunities and book segmentation
- manage the use of team technology and ensure all team members are trained accordingly
Your team
You’ll be working on our Wealth Management team in a Branch location in Rochester, NY. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
- ideally 3 to 5 years of experience as a financial services CSA, administrative manager, operations manager or similar role
- series 7 and 66 (bachelor`s degree a plus)
- demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
- skilled at managing people
- strong written and verbal communicator (and you know how to handle challenging situations)
- independent, motivated, proactive, and focused
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $63,000 to $75,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
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