Description

Job Reference #
330046BR

Business Divisions
Global Wealth Management

Your role
The Team Administrator helps manage day-to-day team operations and ensures service excellence for teammates and clients. This entry-level role coordinates people, processes, technology, marketing, and events so advisors can focus on advice and client outcomes. You will prioritize service requests, guide preparation for client meetings, oversee onboarding workflows, support business planning, and help train the team on tools, resources, and processes.

Are you driven by the desire to deliver exceptional service? Do you know how to make sure things run smoothly? If so, we're looking for a Team Administrator to help with:

1) Client Service & Daily Operations
• Prioritize and route service requests; review daily alerts and reports; ensure timely completion and clear status updates.
• Own meeting logistics: schedule, confirm, and prepare materials; coordinate team pre-briefs; capture follow-ups in Running Notes and CRM tasks.
• Oversee onboarding for new relationships, ensuring documentation, checklists, and compliance steps are complete.
• Support execution of the team's service matrix by keeping appointment lifecycle checklists and tier/service workflows current.

2) Team Liaison with the Firm
• Serve as the primary liaison to firm platforms (Operations, Compliance, Marketing) and cascade relevant updates to the team.
• Coordinate mandated training/completions (e.g., IAR/FINRA items) and track team-wide status.
• Escalate systemic issues and maintain an "efficiencies" log for leadership review.

3) Marketing, Brand, and Events
• Plan and execute client and COI events: manage invite lists, RSVPs, run-of-show, and post-event follow-up.
• Coordinate marketing assets (team website updates, bios, photos; pitchbooks; meeting collateral) with UBS marketing.
• Operate approved list and personalization workflows for compliant email outreach (CRM/STAAT).

4) Process, Tools & Knowledge Management
• Steward the Master PIP (Process in Progress) and ensure all are current; follow up with owners to keep statuses green and processes moving forward.
• Lead template governance & Teams/CoPilot migration tasks (template review tracker; folder hygiene; password file consolidation).
• Own the Marketing Meeting Agenda and compile decisions/next steps for future actions.

5) Business Management & Growth Support
• Assist advisors with business planning (Business Development pipeline updates, COI lists) and track quarterly action items.
• Maintain Travel & Expenses for team advisors. Book Travel and enter expenses.
• Prepare/update marketing materials, team website, LinkedIn postings, etc.

Title
Team Administrator

City
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
Parham│Deidiker Family Wealth Advisors serves a select group of ultra-high-net-worth families, delivering a boutique experience backed by UBS's global resources, emphasizing multi‑generational planning, family office solutions, curated events, and a high‑touch service model.

Your expertise
• Bachelor's degree
• Helpful, but not required: series 7 and 66
• Demonstrated proficiency in Microsoft products (360, Copilot, Outlook, Word, PowerPoint, Excel, Teams, & Sharepoint)
• Strong written and verbal communicator
• Independent, motivated, proactive, and focused
• Detail oriented
• Service mentality
• Highly organized and calm under pressure

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.

How we hire
We may request you to complete one or more assessments during the application process. Learn more



Requisition #: 330046BR

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