Branch Office Administrator

UBS

  • West Des Moines, IA
  • Permanent
  • Full-time
  • 16 days ago
Business DivisionsGlobal Wealth ManagementYour roleAre you incredibly organized with an eye for detail? Are you a skilled multitasker?We're looking for a Branch Office Administrator to:
  • support the branch by covering the desk, greeting clients, and handling branch phone calls
  • support the branch management team administratively including invoicing, supplies, and records management
  • assist with incoming and outgoing mail and checks
  • support Financial Advisors with daily tasks including new account opening, client requests, and account management
  • coordinate and plan branch office business meetings and various activities
Function CategoryBusiness management, administration and support, Client advisory / Relationship management, Finance, OperationsJoin usAt 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 alwaysYour teamYou'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 a Branch Office Administrator, you'll play an important role in being the first person clients see when entering the branch. You'll also play an important role in assisting the financial advisors in providing exceptional client service.Your expertise
  • proven written and verbal communication skill
  • independent, motivated, proactive and focused to take action
  • task oriented and focused on organization
  • passionate about the client experience, with strong interpersonal skills
  • self-starter who is comfortable managing complex and evolving situations
About usUBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.We have a presence in all major financial centers in more than 50 countries.How we hireWe may request you to complete one or more assessments during the application process.

UBS