Administrative Support

3 weeks ago


New York, United States UBS Full time

United States - New York
- Business management, administration and support
- Global Wealth Management

**Job Reference #**
- 292089BR

**City**
- New York

**Job Type**
- Full Time

**Your role**
- Do you have knowledge of the financial markets and the analysis and reporting of financial data ? Can you You effectively communicate information and work well with a team ? Can you You build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principles of investing. Key Tasks : Relationship Management- Assist Financial Advisors in client/prospective client meetings by actively listening to conversations, providing relevant

analytical information, and taking accurate notes to ensure an understanding of client's / prospective client's current
- financial situation, investment objectives/goals and risk tolerance- Support Financial Advisors as needed in client relationship building and business development activities

Wealth Management- Leverage firm platform and develop appropriate financial plans for client / prospect (i.e., FGA) for review by Financial

Advisors- Develop customized asset allocation strategy and investment solutions for client / prospect for review by Financial

Advisors- Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research

and other external parties, and make recommendations to the FA for potential change
- Practice Management- Prepare supporting materials and sample reports that can be used repeatedly in client and prospective client meetings
- Perform business analytics, as needed, to support Financial Advisors in the growth of business (e.g., business plan,

identify client opportunities, book segmentation, etc.)
- Talent Management- Proactively develop self to continuously improve knowledge, skills and credentials and communicate development

needs to Senior Financial Advisors and Branch Manager- Provide upward and peer feedback to team members

**Your team**
- Your team is located in Midtown New York and deal with Ultra high network clients

**Your expertise**
- 0 - 7 years of experience; Work experience in financial related / analytical roles preferred
- Bachelor degree required with major in finance or business preferred
- Series 7 and 66 required
- Excellent skills in Microsoft Office Suite
- MS Excel in particular
- Detail orientated with exceptional analytic skills
- Good written and verbal communication skills
- Team player with good interpersonal skills

**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**

**Salary information**

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting

**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.



  • New York, United States OJUS LLC Full time

    Sterling MFT Administrator & Support Lead Experience in designing, developing and implementing B2B integration using IBM tools Sterling B2B Integrator, Sterling Secure proxy, Sterling Filegateway, Sterling Control center , Sterling Connect direct, Informatica, DataPower, IBM Integration Bus in the area of Banking, Finance, Insurance, Supply Chain and Telecom...


  • New York, United States NYU Langone Health Full time

    **NYU Langone Health** is a world-class, patient-centered, integrated academic medical center, known for its excellence in clinical care, research, and education. It comprises more than 200 locations throughout the New York area, including five inpatient locations, a children's hospital, three emergency rooms and a level 1 trauma center. Also part of NYU...


  • New York, United States CAMBA Full time

    Job DescriptionJob DescriptionWho We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City. CAMBA serves more than 65,000 individuals and families each year, citywide, including almost 13,000 youth. Our 180+ programs in over 100 locations improve the lives of a diverse...


  • New York, United States The Staff at East West Full time

    Job Overview: We are seeking an experienced Case Manager to join our team. As a Case Manager, you will be responsible for providing administrative support and guidance to our clients. **Duties**: Updating follow ups Preparing presentations Underwriting negotiating Weekly client updates communication Weekly producer updates communication Copying,...


  • New York, United States Asian American Federation Full time

    The Asian American Federation (AAF), founded in 1989, is New York City’s most powerful leadership voice for better policies, services, and funding that lead to more justice and opportunity for Asian New Yorkers. Our mission is to raise the influence and well-being of the pan-Asian American community through research, policy advocacy, public awareness, and...

  • System Administrator

    4 weeks ago


    New York, United States Stellar Consulting Solutions, LLC Full time

    Qualifications (Skills & Experiences & Education): Minimum 3-5 years of experience in supporting/administering VMware, Windows, Linux, O365 Minimum 2-3 years of experience in managing small to mid-size VMware environments. Specialized Skills: Required- Strong understanding of virtualization concepts and technologies, including vSphere, vCenter, and...


  • New York, United States AllSTEM Connections Full time

    My client a government entity is seeking an IT System Administrator. This position will support the current server middleware and software environments. This position will be required to coordinate with teams in support and administration of servers supporting the client’s environment. This position will also support technical teams on problem resolution,...


  • New York, United States Tandym Group Full time

    An investment services organization is eagerly searching for their next stellar Administrative Assistant to support their team in New York.Executive support: Primary administrative assistant for two co-founders, on both business and personal CalendaringAd hoc projectsTravel and expensesHelp manage phone calls/emailAdministrative:Team acts as pooled resource...


  • New York, United States Tandym Group Full time

    An investment services organization is eagerly searching for their next stellar Administrative Assistant to support their team in New York.Executive support: Primary administrative assistant for two co-founders, on both business and personal CalendaringAd hoc projectsTravel and expensesHelp manage phone calls/emailAdministrative:Team acts as pooled resource...


  • New York, United States The Abraham Joshua Heschel School Full time

    Abraham Joshua Heschel School is seeking an Administrative Assistant to begin Mid-August. The full-time work schedule is Monday through Thursday 7:45AM to 4:45PM and Friday 7:45AM to 2:15PM. This is an in-person position. The Administrative Assistant will provide general office support to the main office, which includes, but is not limited to, providing...


  • New York, United States Bernard Nickels & Associates Full time

    A top investment banking company is hiring an Administrative Assistant with experience supporting high-level executives.Job Description:**This role will be fully on-site****1 year long contract position**Successful candidate will have 7 years experience in an administrative support or similar role.Prior experience supporting director or other high level...


  • New York, United States Bernard Nickels & Associates Full time

    A top investment banking company is hiring an Administrative Assistant with experience supporting high-level executives.Job Description:**This role will be fully on-site****1 year long contract position**Successful candidate will have 7 years experience in an administrative support or similar role.Prior experience supporting director or other high level...


  • New York, United States Bernard Nickels & Associates Full time

    A top investment banking company is hiring an Administrative Assistant with experience supporting high-level executives.Job Description:**This role will be fully on-site****1 year long contract position**Successful candidate will have 7 years experience in an administrative support or similar role.Prior experience supporting director or other high level...


  • New York, United States Gan Aliya & Bnos Aliya Full time

    Office Administrator The Office Administrator will hold the responsibility to maintain the orderly and smooth functioning of our school. The Office Administrator must be a role model both in and out of school living a Torah lifestyle with appropriate with appropriate and.. The Office Administrator provides consistent, confidential, and professional...


  • New York, United States Servicereel Full time

    Job DescriptionJob DescriptionWe are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities.ResponsibilitiesAnswer...


  • New York, United States Veterans Health Administration Full time

    Summary The incumbent position is located at the New York Campus VA Medical Center, New York Harbor Health Care System (NYHHCS), Department of Veterans Affairs in the office of Health Administration Service, an administrative service that supports a plethora of clinical functions. Health Administration Service (HAS) is also knowns as the business...


  • New York, United States Axelon Full time

    Administrator is responsible for supporting individuals, teams or departments in the performance of their tasks. Work includes: • Producing, editing, proofing and formatting documents, research papers and speeches • Ensuring data entry and paper/electronic document filing/archiving • Scheduling/coordinating meetings, diaries, and travel arrangements...


  • New York, United States NYC Health Hospitals Full time

    Empower Every New Yorker - Without Exception - to Live the Healthiest Life Possible NYC Health + Hospitals is the largest public health care system in the United States. We provide essential outpatient, inpatient and home-based services to more than one million New Yorkers every year across the city's five boroughs. Our large health system consists of...


  • New York, United States NYS Office of Mental Health Full time

    If you value job security, work life balance, and opportunities for growth, join us at the New York State Office of Mental Health as an Administrative Assistant 1 to receive all of that and more! **Who We Are**: New York State has a large, multi-faceted mental health system that serves more than 700,000 individuals each year. OMH operates psychiatric...


  • New York, United States The Fedcap Group Full time

    We are seeking a highly organized and detail-oriented Administrative Assistant to join our team in the Downtown area of NYC. As an Administrative Assistant, you will provide support to ensure efficient operation of the office. This is a vital role that requires excellent communication skills, strong attention to detail, and the ability to multitask...