administrative officer

Talentify; San Francisco (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS is seeking a client-focused leader to manage branch operations and a team of administrative staff in the San Francisco area. You will oversee facilities, recruitment, onboarding, training, and performance reviews, while guiding policy adherence and risk controls.

This role reports to the Market Administrative Office and collaborates with the branch manager to drive excellence. Ideal candidates will have 3–5 years in branch operations management, relevant securities licenses (Series

Qualifications

• 3–5 years of management experience in branch operations within a leading financial institution.
• Licenses: Series 7, 66 and 9/10.
• Proven ability to build a positive business culture and lead teams.

Responsibilities

• Manage branch administration and facilities.
• Recruit, onboard, train and manage administrative staff.
• Conduct performance reviews and decisions on compensation/promotion.
• Educate staff on administrative policies and procedures.
• Escalate supervisory issues and follow up locally with management.

Skills

Branch operations

Staff management

Series 7/66/9/10

Partnership & collaboration

AI in workflows

Leadership

Job description

About this job

Job Reference #: 336319BR

Job Type: Full Time

Key responsibilities

• Manage branch administration, including branch facilities, and provide administrative support
• Recruit, select, onboard, train and manage administrative support staff
• Conduct performance reviews and make personnel decisions related to compensation and promotion
• Educate all employees on administrative policies and procedures
• Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

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 branch team, reporting directly to the Market Administrative Office and working closely with the branch manager. You'll manage a group of support staff across your branch, acting as a coach on all aspects of the role.

Your skills and experience

• Ideally 3-5 years of relevant management experience in branch operations, within a leading financial institution
• Series 7, 66 and 9/10
• Known for your ability to work well in partnership
• Motivated, self-directed and driven
• 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

• United States - California - San Francisco min USD 140000 - max USD 180000 /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.

Company culture

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.

Equal Opportunity Statement

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.