Team Administrator

Your role

The Team Administrator will lead operational, client service, and administrative functions for a high-performing financial advisor team serving ultra-high-net-worth clients. This individual serves as the operational backbone of the team-ensuring exceptional execution, leading risk and compliance initiatives, and a seamless client experience. The ideal candidate is a seasoned and decisive operations professional with deep knowledge of wealth management processes, strong leadership capabilities, an ability to navigate firm processes efficiently, and who can drive innovation with a technology-forward mindset.

Key Responsibilities:

• Client Service & Relationship Support: Deliver white-glove service for clients, partnering closely with the financial advisors to anticipate client needs and act discretion and responsiveness.

• Account Administration & Transactions: Oversee and execute a range of important administrative tasks including account openings, account maintenance, and transfers across multiple account types and entities, wires, disbursements, journals, and cash movements with precision and appropriate controls. Ensure timely and accurate processing of all client account paperwork

• Team Leadership & Development: Manage and develop operations and client service team members including setting priorities, workflow standards, and performance expectations for the operations team. Build a high accountability culture focused on excellence, efficiency, and client satisfaction and lead by example in a dynamic, high-expectation, in-office team environment

• Technology, Systems & Innovation: Serve as the team's operations technology lead, with strong knowledge of platforms, systems, and workflows. Be the team champion for implementing firm-approved tools, platforms, and AI-driven solutions to drive efficiency, reduce risk, and enhance client experience

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability.

Your team

You will be joining a 7-person team servicing high net worth families and business owners. Our team is in the Wellesley office 5 days per week.. We are a large and growing team who deliver holistic and complex financial and planning solutions for our clients supported by exceptional responsiveness and client service. The ideal candidate will become a critical part of a leading team. Our team values high-performing team members who are proactive and strive to contribute and add value in their area and who see their role as part of a larger team. Our clients are our highest priority and we have a strong team culture for people who enjoy proactively driving client solutions.

Your expertise

• Series 7 and 66 licenses
• Bachelor's degree or equivalent
• Significant experience in wealth management
• Demonstrated expertise in account administration, trading, cash management, and compliance processes
• Strong working knowledge of industry rules, regulations, and operational controls
• Deep understanding of broker dealer operations, trading, cash management, and compliance requirements
• Proven experience leading and developing operations or client service teams
• Demonstrated ability to operate confidently within large firm processes and approval structures, with a high level of judgement and attention to detail
• Exceptional organizational and execution capabilities in a high-volume, high-touch environment
• Technology-forward mindset with comfort adopting and leveraging new firm-approved platforms and AI-enabled tools
• Strong problem-solving skills with the ability to find creative, compliant solutions to complex client needs
• Excellent communication skills, both written and verbal
• Trusted, steady presence able to lead in fast-paced and high-stakes situations
• Professional demeanor with discretion and integrity

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.com/careers.

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.