Team Administrator
UBS
We’re looking for a Team Administrator to:
• perform business analytics to support financial advisors in the growth of the business
• create and maintain the team’s marketing materials and initiatives
• be an expert in all aspects of the team’s operational, administrative and supervisory duties and activities
• drive connectivity across the firm to administer complex investment strategies, client lending needs and financial planning engagements
• be the team’s primary point person for client issue resolution
• help lead business strategy discussions and drive implementation efforts across the team
• act as the day-to-day matrix manager for team associates, including leading performance evaluations
• assist with and participate in client conversations with financial advisors
• manage calendars, meetings/calls, travel and expenses for financial advisors
• execute equity and fixed income trades when needed
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
Detailed salary information:
• Washington, Bethesda: the salary range for this role is $77000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
• perform business analytics to support financial advisors in the growth of the business
• create and maintain the team’s marketing materials and initiatives
• be an expert in all aspects of the team’s operational, administrative and supervisory duties and activities
• drive connectivity across the firm to administer complex investment strategies, client lending needs and financial planning engagements
• be the team’s primary point person for client issue resolution
• help lead business strategy discussions and drive implementation efforts across the team
• act as the day-to-day matrix manager for team associates, including leading performance evaluations
• assist with and participate in client conversations with financial advisors
• manage calendars, meetings/calls, travel and expenses for financial advisors
• execute equity and fixed income trades when needed
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
Detailed salary information:
• Washington, Bethesda: the salary range for this role is $77000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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