Branch Office Administrator

UBS

Beverly Hills, CA

JOB DETAILS
SKILLS
Administrative Management, Administrative Skills, Artificial Intelligence (AI), Asset Management, Communication Skills, Customer Experience, Customer Support/Service, High Net Worth, High School Diploma, Interpersonal Skills, Investment Services, Leadership, Licensing, Presentation/Verbal Skills, Resolve Customer Issues, Risk Management, Wealth Management, Writing Skills
LOCATION
Beverly Hills, CA
POSTED
Today
Your role

• 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

Your team

You'll be working in the Beverly Hills, California office as an extension of the West LA Wealth Management Leadership team. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver customize products and services. As a branch office administrator, you'll play an important role in success of the team.

Your expertise

• ideally 1-2 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

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At 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 always contact us.

About the Company

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UBS