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U
UBS
Team Administrator
Career Insights for Administrative Manager
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Scorecard
Based on New Hampshire data
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What they do
An Administrative Manager manages and directs administrative support for a company or organization or manages the business office at a smaller company. Directs clerical and administrative staff, manages supply orders and budgets, monitors company contracts or procedures, or directs equipment and office space use and maintenance.
$98,223 / year median in New Hampshire
-3% projected decline
Job Description
Team Administrator
United States - New Hampshire
Business management, administration and support
Global Wealth Management
Job Reference #
341321BR
City
Concord
Job Type
Full Time
Your role
Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?
We're looking for a Team Administrator to:
- guide a team of client service associates (CSAs), making sure all requests and alerts are addressed
- educate clients on account services and capabilities, and train CSAs to do the same
- prioritize account service requests and review daily reports so they can be appropriately delegated or processed
- oversee the client onboarding process and client meetings
- support financial advisors in the development of a team business plan, identifying client opportunities and book segmentation
- manage the use of team technology and ensure all team members are trained accordingly Your team You'll be working with The Ruedig Group Wealth Management team based in Concord, NH. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession. Your expertise
- ideally 3 + years of experience as a financial services CSA, administrative manager, operations manager or similar role
- series 7 and 66 (bachelor`s degree a plus)
- demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
- skilled at managing people
- strong written and verbalmunicator (and you know how to handle challenging situations)
- independent, motivated, proactive, and focused About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.