Executive Assistant

UBS; Madison (WI); On-site; USD 20,664 - 34,440; Part time

Job summary

UBS is seeking a detail-oriented administrative professional to join the Wealth Management Americas team, specifically The Burish Group in Madison, WI. The role involves coordinating meetings and travel, managing office tasks, and supporting high-net-worth client service in a fast-paced environment.

Ideal candidates have a Bachelor’s degree or equivalent experience, 3+ years in admin/client service within financial services, and strong Microsoft Office skills.

Qualifications

• Bachelor’s degree preferred or equivalent professional experience.
• 3+ years of experience in an administrative, executive assistant, or client service role within financial services.
• Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Attentive to detail, organized, and capable of seamless multitasking.
• Excellent written and verbal communication skills.
• Comfortable interacting with colleagues at all levels.
• Flexible, adaptable, can‑do attitude.

Responsibilities

• Plan, organize and coordinate meetings and travel, including reservations, participant schedules, online/hybrid events, and information gathering.
• Support office administration, including supplies, mail, and conference logistics.
• Collect and process overtime reports.
• Administer filing systems, both manually and electronically.

Skills

Microsoft Office

Detail oriented

Communication skills

multitasking

Education

Bachelor’s degree preferred

Job description

About the Role

Are you a detail‑oriented multitasker who knows how to ensure smooth operations and help transform our firm into a more agile organization? At UBS, we re‑imagine the way we work, connect with colleagues, clients, and partners, and deliver value, becoming more responsive, adaptable, and innovative.

Responsibilities

• Plan, organize and coordinate meetings and travel, including making reservations, managing participant schedules, preparing online/hybrid events, and obtaining needed information.
• Support office administration, such as ordering supplies, handling mail, and managing conference logistics.
• Collect and process overtime reports.
• Administer filing systems, both manually and electronically.

Job Details

Job Type: Part Time

City: Madison

Your team

You’ll be working as part of Wealth Management Americas, specifically with "The Burish Group," a team of 35+ professionals who help high‑net‑worth and ultra‑high‑net‑worth individuals and families meet their financial goals. The team’s founder, Andy Burish, is nationally ranked as a top financial advisor by Forbes and Barron’s Magazine.

Qualifications

• Bachelor’s degree preferred or equivalent professional experience.
• 3+ years of experience in an administrative, executive assistant, or client service role within financial services (wealth management experience strongly preferred).
• Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Attentive to detail, organized, and capable of seamless multitasking.
• Excellent written and verbal communication skills.
• Comfortable interacting with colleagues at all levels.
• Flexible, adaptable, can‑do attitude.

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.