Branch Office Administrator

UBS; Upper Arlington (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

UBS Group AG in Upper Arlington, OH, is seeking a Branch Office Administrator to support the branch management team, resolve client issues, and ensure adherence to administrative and risk guidelines. The role involves licensing tasks, coordinating meetings, and supporting daily branch operations.

The ideal candidate has 1–3 years of branch operations experience and a high school diploma (college degree a plus).

Qualifications

• 1-3 years of 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.
• Strong client-service orientation and interpersonal skills.

Responsibilities

• Support the branch management team administratively.
• Assist with resolving client issues.
• Communicate and implement administrative and risk management guidelines and policies.
• Assist in licensing and registration for all registered employees.
• Coordinate and plan branch office meetings and activities.

Skills

Branch operations

Communication skills

Self-starter

Team player

Education

High school diploma or equivalent

Job description

Key Responsibilities

We’re looking for a Branch Office Administrator to:

• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various activities

Job Type

Full Time

Job Reference #

345661BR

City

Upper Arlington

Key Responsibilities

We’re looking for a Branch Office Administrator to:

• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various activities

The team

You’ll be working in the Upper Arlington, OH office. At UBS 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. As the Branch Office Administrator, you’ll play an important role in the Great Lakes Market.

Your Skills And Experience

• ideally 1-3 years of relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• 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 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.

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.