Executive Team Assistant

UBS•Chicago, IL

40d•$60,000 - $70,000•Onsite

About The Position

The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values — relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset — while supporting the team in delivering exceptional services.

Requirements

Calendar & Scheduling Management
Expense & Budget Administration
Team Business Manager support
Marketing & Digital Presence
Events & Engagement
Operations

Responsibilities

Coordinate and maintain the team’s master calendar, ensuring efficient time allocation for internal priorities and client meetings.
Anticipate scheduling conflicts and proactively resolve them.
Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors.
Track team budget allocations, identifying cost-saving opportunities without compromising quality.
Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country.
Work with team management to train and onboard interns throughout the year to support team business needs.
Maintain and update the team’s marketing materials to ensure accuracy and alignment with brand standards.
Oversee website and LinkedIn presence, post timely updates and managing content calendars.
Plan, coordinate, and execute client and team events from concept to completion.
Send out all client gifts and maintain inventory for client gifting.
Work with our operations department to execute buy/sells for money market purchases, open new accounts and support operations lead to all operational duties needed by the team.