Operations & HR Coordinator – Wealth Management Office

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

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.