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UBS
Chattanooga, Tennessee, United States
(on-site)
Posted
6 days ago
UBS
Chattanooga, Tennessee, United States
(on-site)
Job Type
Full-Time
Administrative Officer
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Administrative Officer
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Job Reference #327670BR
Business Divisions
Global Wealth Management
Your role
We're looking for an Administrative Manager to:
Administrative Management
•Guide the Branch in implementing strategic initiatives by fostering behavioral change through coaching, with an emphasis on consistency, quality, and adherence to Firm policies and procedures.
•Supervise, mentor, and lead a team of Service and Support Professionals.
•Encourage cross-functional training, continuous learning, professional development, and recognition within the Complex.
•Oversee the recruitment, interviewing, and onboarding of new team members, including Financial Advisors and their support staff.
•Collaborate with Market Administrative Officer and Human Resources on all aspects of personnel management, including performance evaluations, coaching, and conflict resolution.
•Build and maintain strong working relationships with stakeholders across the Branch, Market, Region, and Home Office, actively participating in team meetings and calls at regional and national levels.
•Conduct regular one-on-one sessions with Support Professionals to provide coaching, discuss career aspirations, review job responsibilities, explore Firm opportunities, and strengthen team dynamics. Also meet with Advisor teams to address service-related needs.
•Coordinate Support Professional coverage for Financial Advisors within the Branch.
•Identify and promote recognition opportunities by sharing best practices, success stories, and accomplishments across the Market.
•Foster a branch culture aligned with the Firm's core values, with a strong commitment to diversity and inclusion.
Operations
•Manage travel and entertainment expenses for Advisors and oversee Firm programs related to budgeting and forecasting, ensuring compliance with Firm policies.
•Address and resolve client inquiries and service requests.
•Participate in national calls to stay informed on platform updates, policy changes, best practices, and other relevant developments.
•Evaluate and implement process enhancements to improve team productivity and operational efficiency.
•Take on additional operational responsibilities as needed.
•Carry out other duties as assigned by the Market Administrative Officer
Title
Administrative Officer
City
Chattanooga, Knoxville, Nashville
Job Type
Full Time
Country / State
United States - Tennessee
Function Category
Business management, administration and support
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working as part of the UBS South Market located in Chattanooga, TN or Knoxville, TN. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll be a member of the Market Leadership Team, reporting directly to the Market Administrative Office and working closely with the Market Directors. You'll manage a group of support staff across your branches, acting as a coach on all aspects of the role.
Your expertise
• Series 7, 66 and 9/10 required
• Ideally 3-5 years of experience with a leading financial institution
• Management experience as administrative manager or other substantive leadership role
• Motivated, self-directed and driven
• Comfortable working in partnership
• Skilled at creating a positive business culture (you have the human touch)
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Requisition #: 327670BR
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Job ID: 80715404

UBS
United States
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. We combine our wealth management, investment banking and asset management businesses with our Swiss operations to deliver superior financial solutions.
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