Administrative Officer

UBS • San Francisco, CA

3d • $140,000 - $180,000

About The Position

The Administrative Officer manages branch administration and provides administrative support to the management team. The role oversees the end-to-end recruitment and training of administrative support staff, and provides ongoing management and development support. It follows up on local issues identified by management, escalating when necessary, and supports strategic firm initiatives. The role also identifies and implements office cost efficiencies, manages the P&L, and coaches employees on administrative policies and procedures.

The Administrative Officer implements service excellence standards, including coaching administrative support staff on client-experience best practices. The position partners with the management team and Home Office to address management or staffing issues.

This role is part of Wealth Management Americas and the market team, serving high-net-worth and ultra-high-net-worth individuals and families through financial advisors. It reports directly to the Market Administrative Office and works closely with the Market Head. The officer leads administrative managers and support staff across the market and coaches them on all aspects of their roles.

Requirements

• Ideally, 3 or more years of experience with a leading financial institution.
• Management experience as an administrative manager or in another substantive leadership role.
• Series 7, 66, and 9/10 licenses.
• Ability to work in partnership and delegate effectively.
• Skill in creating a positive business culture.
• Curiosity about using AI to improve, deliver, and optimize workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical use.

Responsibilities

• Manage branch administration and provide administrative support to the management team.
• Manage the end-to-end recruitment and training process for administrative support staff, and provide ongoing management and development support.
• Follow up on local issues identified by the management team and escalate when necessary.
• Support and drive strategic firm initiatives.
• Identify and implement office cost efficiencies, including P&L management.
• Coach and educate employees on administrative policies and procedures.
• Implement service excellence standards and coach administrative support staff on client-experience best practices.
• Partner with the management team and Home Office to address management or staffing issues.
• Lead administrative managers and support staff across the market and coach them on all aspects of their roles.

Benefits

• Competitive benefits are offered; details are available at ubs.com/employee-benefits.
• Flexible working options when possible.
• Opportunities to grow.
• Supportive team.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed