Administrative Officer

Do you know how to manage people? Do you have a knack for implementing service standards?

We are looking for an Administrative Officer to:

• Lead Ultra High Net Worth (UHNW) Client Associates
• team leadership and development: supervise, train, and mentor a team of client associates, driving performance through regular feedback, coaching, and career development.
• Manage the high-touch service, and workflow for teams supporting clients with complex and significant assets
• complex client service oversight act as a high-level escalation point for complex account issues
• Bridge gap between the private wealth advisors and the associates, ensure specialized concierge services are handled with precision, discretion, speed
• manage branch administration, including branch facilities, human resources matters, P&L and provide administrative support
• recruit, select, onboard, train and manage administrative support staff
• conduct performance reviews and make personnel decisions related to compensation and promotion
• educate all employees on administrative policies and procedures
• escalate supervisory issues when necessary and follow-up locally on issues identified by the management team

Detailed salary information :
• Chicago: the salary range for this role is $130000 to $165000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your expertise:

• ideally 3 to 5 years of proven experience managing UHNW client relationships within private wealth management and family offices
• leadership & communication exceptional interpersonal skills with the ability to build, inspire, and manage team dynamics
• relevant management experience in branch operations, within a leading financial institution
• FINRA 7, 66 and 9/10 familiarity with FINRA regulations, SEC rules and compliance standards
• judgement and decision-making
• exceptional communication and ability to navigate complex matters
• known for your ability to work well in a team environment and ability to network across the entire organization
• motivated, self-directed, and driven
• skilled at creating a positive business culture (you have the human touch)
• managing, leading and developing people
• leverages resources and delegates effectively
• Youre curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment validating outputs and aligning with policies, risk standards, and ethical use