Executive Team Assistant
UBS•Lincoln, NE
•Onsite
About The Position
We're looking for an Executive Team Assistant to educate clients on account services and capabilities, coordinate daily tasks and projects, working seamlessly with teammates, collect the right documentation for opening new accounts and managing service requests, keep management systems up-to-date with client information, and help with the preparation of reports and other materials for client meetings. You’ll be working with The Dworak Group in the Lincoln, NE location. As a Client Associate, you’ll play an important role interacting with both the team and clients.
Requirements
- detail and service oriented
- good written and verbal communication skills
- dynamic team player
- self-starter who takes ownership of tasks
Nice To Haves
- client service experience preferred
- experience in the financial industry not necessary, yet preferred
- college degree is preferred
Responsibilities
- educate clients on account services and capabilities
- coordinate daily tasks and projects, working seamlessly with teammates
- collect the right documentation for opening new accounts and managing service requests
- keep management systems up-to-date with client information
- help with preparation of reports and other materials for client meetings
Benefits
- flexible working options when possible
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What This Job Offers
Career Level
Entry Level
Education Level
Associate degree
