Job Description

Business Divisions
Global Wealth Management
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for an Administrative Assistant to:

• Maintaining customer relation contact information and scheduling
• Managing incoming phone calls for the team
• Welcoming guests of the office
• Finalizing client and prospect meeting materials
• Maintaining records, ranking and organizing of clients, prospects and centers of influence
• Assisting team in client tax information organization and distribution

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. 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
Your team
You'll be working with The Hilton Group in Newport, RI. This position is part-time. As an Administrative Assistant, you'll play an important role in providing excellent service to our clients.
Your expertise

• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• ideally 2 years or more of experience in client service
• bachelor degree preferred
• series 7 and 66 licenses not required, but preferred (for registered CSAs only)

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.

Skills Required