
Posted 5 hours ago
Administrative Officer
UBS
Requirements
3-5 years financial institution experience, Management or leadership experience, Series 7 license, Series 66 license, Series 9/10 license
Skills
OperationsComplianceFinance
About the role
Responsibilities
- Lead the operations and administrative team, including conducting performance reviews and making personnel decisions
- Manage administration and facilities while overseeing overall cost management
- Ensure all employees complete required training and comply with legal, regulatory, and risk management requirements
- Guarantee that the team meets service excellence standards
- Oversee new client accounts, client correspondence, and public communications
- Act as a point of escalation for service breaks, operations issues, and business continuity
Requirements
- 3-5 years of experience with a leading financial institution
- Proven management or substantive leadership experience
- Possession of Series 7, Series 66, and Series 9/10 licenses
- Strong ability to delegate effectively and work in partnership
- Ability to explore and implement AI to optimize workflows with sound judgment
About the Company
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, serving clients in more than 50 markets around the globe. We place collaboration at the heart of everything we do.
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UBS · Bellevue
