Retirement Plan Admin

Retirement Plan Admin United States

• New Jersey Business management, administration and support Global Wealth Management Job Reference # 337403BR City Weehawken Job Type Full Time Your role Are you passionate about providing a seamless client experience? Does documentation and reporting excite you? We are looking for someone like you to:
• provide administrative and operational support to Workplace Wealth Solutions (WWS) Branch Management and Retirement Plan Advisors, helping ensure a seamless client experience across onboarding, recordkeeper coordination, ongoing servicing, and reporting
• lead the new client onboarding process, including preparation and coordination of investment advisory agreements, account opening documentation,pensation split setup, and requiredpliance tasks
• manage recordkeeper onboarding and plan conversion activity, coordinating with internal partners, external providers, and advisors to ensure timely and accurate execution
• support non-investment related facets of client engagement, including participation on client calls, preparation of meeting materials, follow‑up items, and ongoing service requests
• create, maintain, and distribute branch‑level reports and business metrics, supporting visibility into pipeline activity, onboarding status, service delivery, and overall business performance
• serve as a central point of coordination between advisors, internal operational teams,pliance partners, and external providers to keep client activity moving efficiently
• maintain accurate records and documentation related to client onboarding, plan changes, and ongoing administrative activity
• identify process improvements and operational efficiencies to support a growing retirement plan business Your team You will work closely with Retirement Plan Advisors, Financial Advisors, internal operational,pliance and onboarding teams, and external recordkeepers and service providers.

You will join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equitypensation, and financial wellness solutions forpanies and their employees, offering education and guidance that help drive financial success. Your expertise

• ideally 2+ years of experience in an administrative, operational, or client support role within financial services, wealth management, or a related environment
• stronganizational skills with the ability to manage multiple tasks and priorities simultaneously
• high attention to detail and amitment to accuracy and follow‑through
• fort working with documentation, forms, reporting, and process‑driven workflows.
• strong written and verbalmunication skills
• ability to collaborate effectively with client‑facing professionals and internal partners
• proficiency with standard business tools (Excel, reporting dashboards, CRM systems, document management tools) About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.

We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers. How we hire We may request you toplete one or more assessments during the application process. Learn more Salary information The indicative gross base salary range as a full-time equivalent role:

• United States
• New Jersey
• Weehawken min

USD 70000

• max

USD 93000

/annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation or awards. 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, wver 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'remitted to disability inclusion and if you need reasonable amodation/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.