Executive Assistant

UBS

Madison, WI

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JOB DETAILS

SKILLS

Administrative Skills, Artificial Intelligence (AI), Asset Management, Communication Skills, Conference Management, Customer Support/Service, Detail Oriented, Executive Assistant Skills , Financial Services, High Net Worth, Investment Services, Logistics Management, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Order Supplies, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Schedule Development, Service Delivery, Systems Administration/Management, Travel Planning, Wealth Management, Writing Skills

LOCATION

Madison, WI

POSTED

1 day ago

Your role

Are you detail-oriented multitasker? Do you know how to make sure things run smoothly? Do you want to help transform our firm into a more agile organization?"

At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative.

We're looking for a [job title] to:

•,plan, organize and coordinate meetings and travel (including making reservations, managing participant schedules, preparing online/hybrid events, obtaining needed information, etc.)
• support office administration, like ordering supplies, handling mail and managing conference logistics
• collect and process overtime reports
• administer filing systems both manually and electronically

Your team

You'll be working as part of Wealth Management Americas. Specifically, you'll be working with "The Burish Group", a team of 35+ professionals who 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. The team's founder, Andy Burish, is nationally ranked as a top financial advisor by both Forbes and Barron's Magazine, including #1 Wealth Advisor in Wisconsin by Forbes.

Your expertise

• Bachelor's degree preferred or equivalent professional experience
• 3+ years of experience in an administrative, executive assistant, or client service role within financial services (wealth management experience strongly preferred)
• proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel)
• keen attention to detail, organized and able to seamlessly multitask
• proven written and verbal communication skills
• comfortable interacting with colleagues at all levels
• flexible, adaptable, can-do attitude

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

UBS

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