Administrative Officer

UBS; San Francisco (CA); On-site; USD 130,000 - 165,000; Full time

Job summary

UBS in San Francisco is seeking a full-time Manager for their Wealth Management Americas team. The role involves managing branch administration and providing support to high-net-worth clients. You will be responsible for recruiting and training administrative staff, conducting performance reviews, and ensuring adherence to company policies.

The ideal candidate will have 3-5 years of relevant management experience and hold licenses in Series 7, 66, and 9/10. Competitive salary and benefits are offered.

Qualifications

• 3-5 years management experience in branch operations at a financial institution.
• Ability to work in partnership with others.
• Motivated and self-directed.

Responsibilities

• Manage branch administration and provide administrative support.
• Recruit, select, onboard, and manage support staff.
• Conduct performance reviews for personnel decisions.

Skills

Management experience

Customer service skills

Communication skills

Team leadership

Tools

Series 7 License

Series 66 License

Series 9/10 License

Job description

Your role

Do you know how to manage people? Do you have a knack for implementing service standards?

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

Job Type

Full Time

Job Reference #

336319BR

City

San Francisco

Your team

You’ll be working as part of Wealth Management Americas. You 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 expertise

• 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)

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - California - San Francisco min USD 130000 - max USD 165000 /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.

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.

Disability inclusion

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.