Branch Office Administrator

UBS • Upper Arlington, OH

1d

About The Position

The Branch Office Administrator supports the branch management team in the Upper Arlington, Ohio office and plays an important role in UBS’s Great Lakes Market. UBS serves high net worth and ultra-high net worth individuals and families through financial advisors who provide tailored products and services. The role assists with client issues, communicates and implements administrative and risk management policies, supports licensing and registration administration for registered employees, and coordinates branch meetings and activities.

Requirements

• High school diploma or equivalent.
• Proven written and verbal communication skills.
• Independent, motivated, proactive, and action-oriented.
• Strong interpersonal skills and passion for the client experience.
• Comfort managing complex and evolving situations as a self-starter.

Nice To Haves

• Ideally 1–3 years of relevant branch operations experience.
• A college degree is a plus.

Responsibilities

• Provide administrative support to the branch management team.
• Assist with resolving client issues.
• Communicate and implement administrative and risk management guidelines and policies.
• Assist with administrative aspects of licensing and registration for registered employees.
• Coordinate and plan branch office business meetings and activities.

Benefits

• Flexible working options when possible.
• Opportunities to grow.
• Supportive team.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED