Office Administrator

UBS; Portland (OR); On-site; USD 45,000 - 60,000; Full time

Job summary

UBS in Lake Oswego, Oregon seeks an Office Administrator to support Wealth Management Americas. You will assist the branch management team, resolve client issues, and ensure compliance with administrative and risk guidelines in a fast-paced environment.

The role requires 3–5 years in branch operations, a high school diploma (college degree a plus), and strong written and verbal communication. You will also support hiring, payroll for staff, licensing, and coordinate meetings.

Qualifications

• Branch operations experience in a financial services setting.
• High school diploma or equivalent (college degree a plus).
• Strong written and verbal communication skills.
• Independent, proactive, and able to handle evolving situations.
• Excellent interpersonal skills and client‑facing mindset.
• Self‑starter comfortable with coordinating multiple tasks.

Responsibilities

• Support the branch management team administratively
• Assist with resolving client issues
• Communicate and implement admin and risk policies
• Support hiring and payroll for support staff
• Assist licensing and registration for employees
• Coordinate and plan branch meetings and activities

Skills

Branch operations

Written communication

Verbal communication

Interpersonal skills

Self-starter

Client experience focus

Education

High school diploma or equivalent

College degree

Job description

About the Role

Are you incredibly organized with an eye for detail? Are you a skilled multitasker?

Responsibilities

• Support the branch management team administratively
• Assist with resolving client issues
• Communicate and implement our administrative and risk management guidelines and policies
• Support the hiring process and maintain all HR functions, including payroll for support staff
• 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

341575BR

Location

Lake Oswego, Portland

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. As an Office Administrator, you’ll play an important role in the overall success of the PNW market.

Qualifications

• Ideally 3‑5 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

Employer Equal Opportunity Statement

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.