administrative officer

Talentify; Bellevue (WA); On-site; USD 120,000 - 145,000; Full time

Benefits offered by this job

Restaurant potential

Professional development

Job summary

UBS Wealth Management Americas in Bellevue, WA is seeking a Market Administrative Officer to lead the operations and administrative team within the wealth management space. You will guide personnel decisions, oversee facilities and cost management, and ensure regulatory compliance and ongoing coaching of staff.

The role requires leadership experience at a financial institution, licenses (Series 7/66/9/10), and a focus on risk management, service quality, and client communications.

Qualifications

• Leads an administrative operations team with performance reviews and personnel decisions.
• Manages facilities, cost control and training in compliance with policies and risk standards.
• Responsible for client accounts, communications and escalation of service or operations issues.

Responsibilities

• Lead the operations and administrative team, conducting performance reviews and making personnel decisions.
• Manage administration, facilities, and oversee overall cost management.
• Ensure employees complete required training and coaching on administrative policies and risk management and comply with all legal and regulatory requirements.
• Guarantee the team meets service excellence standards.
• Oversee new client accounts, client correspondence and communications with the public.
• Act as escalation point for service breaks, operations issues and business continuity.

Skills

Leadership

People management

Regulatory compliance

Series 7/66/9/10 licenses

Coaching

Risk management

AI workflow improvements

Job description

About this job

Job Reference #

341093BR

City

Bellevue

Job Type

Full Time

Key responsibilities

Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart?

We’re looking for a 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

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 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 skills and experience

• Ideally 3-5 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)
• 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 - Washington - Bellevue min USD 120000 - max USD 145000 /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.

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.