Administrative Officer

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

Job summary

UBS Group AG in San Francisco is seeking an experienced Administrative Manager within Wealth Management Americas. You will lead a team of administrative staff, align operations with the management team, and drive service standards across branch activities.

You will recruit, train, and develop staff, coach for exceptional client experience, and partner with the Home Office to resolve staffing and operational issues. A strong emphasis on cost control and policy adherence rounds out the role.

Qualifications

• 3+ years of experience with a leading financial institution.
• Experience as administrative manager or other substantive leadership role.
• Series 7, 66 and 9/10 licenses.
• Comfortable working in partnership and able to delegate effectively.
• Curious about how AI can improve workflows with sound judgment and policy alignment.

Responsibilities

• Manage branch administration and provide administrative support to the management team.
• Oversee end-to-end recruitment and training of administrative staff and support ongoing development.
• Follow up local issues and elevate when necessary; support and drive strategic firm initiatives.
• Identify and implement cost efficiencies with office P&L management.
• Coach and educate all employees on administrative policies and procedures.
• Implement service excellence standards and educate staff on best practices for client experience.
• Partner with the management team and Home Office to address staffing issues.

Skills

Leadership & people management

Recruitment & staff development

Process improvement & AI awareness

Client experience & service standards

Education

FINRA Series 7/66/9-10 licenses

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

345647BR

City

San Francisco

Key Responsibilities

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

We're looking for someone like this who can:

• manage branch administration and provide administrative support to the management team
• manage end to end process of recruiting and training administrative support staff and provide ongoing management and support for development
• follow up local issues that have been identified by the management team and elevate when necessary Support and drive strategic firm initiatives
• identify and implement cost efficiencies with office (P&L management)
• coach and educate all employees on administrative policies and procedures
• implement service excellence standards, including coaching and educating administrative support staff on best practices on the 'client experience
• partner with the management team and the Home Office to address management or staffing issues

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 Market 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+ years of experience with a leading financial institution
• management experience as administrative manager or other substantive leadership role
• series 7, 66 and 9/10
• 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 - 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.

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.