Branch Office Administrator

UBS Financial Services; Boston (MA); Hybrid; USD 40,000 - 70,000; Part time

Job summary

An established industry player is seeking a Branch Office Administrator to support the management team and enhance client experiences. This role involves administrative support, managing HR functions, and coordinating meetings within a dynamic team. The ideal candidate will have a strong focus on communication and interpersonal skills, with a proactive approach to managing various tasks. Join a global leader in wealth management and contribute to helping high net worth individuals achieve their financial goals in a flexible and empowering work environment.

Qualifications

• 2+ years of branch operations experience preferred.
• Strong communication skills and client-focused attitude.

Responsibilities

• Support branch management and HR functions including payroll.
• Coordinate branch office meetings and activities.

Skills

Verbal Communication

Written Communication

Interpersonal Skills

Proactivity

Client Experience Focus

Education

High School Diploma

College Degree

Job description

We're looking for Branch Office Administrator to:

1. support the branch management team administratively
2. communicate and implement our administrative and risk management guidelines and policies
3. support the hiring process and maintain all HR functions, including payroll for support staff
4. assist in the administrative aspects of licensing and registration for all registered employees
5. coordinate and plan branch office business meetings and various activities

Your team

You'll be working with the Greater Boston Admin team in Downtown Boston. 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.

Your expertise

• ideally 2 years of relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skills
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

How we hire

We may request you to complete one or more assessments during the application process. Learn more.

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

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.