Administrative & Operations Leader, Wealth Management

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

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.