Branch Office Administrator

UBS

Posted 5 days ago

Full Time

Upper Arlington, Ohio

In Person

Smart Summary

Responsibilities

The Branch Office Administrator will provide administrative support to the branch management team and assist with client issue resolution. They are also responsible for implementing risk management guidelines and coordinating branch business meetings.

Qualifications

You have 1-3 years of relevant branch operations experience and a high school diploma or equivalent. You possess strong written and verbal communication skills, are independent and proactive, and are passionate about providing an excellent client experience.

Must Have Skills for ATS

Branch Operations

Risk Management

Licensing and Registration

Job Description

Key responsibilities

We’re looking for a Branch Office Administrator to:

• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various activities

The team

You’ll be working in the Upper Arlington, OH office. At UBS 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. As the Branch Office Administrator, you’ll play an important role in the Great Lakes Market.

Your skills and experience

• ideally 1-3 years of relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.

UBS

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal
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