Executive Team Assistant
UBS · Omaha, NE
- On site
- Full-time
- $70,000 / year
- Omaha, NE
Job highlights
- Manage executive calendars and client communications.
- Support financial advisors with client service requests.
- Prepare reports and client meeting materials.
- Maintain client information systems accuracy.
- Handle documentation for new accounts and services.
About the role
Executive Team Assistant
Are you a detail-oriented multitasker? Do you know how to make sure things run smoothly?
We’re looking for an Executive Team Assistant to:
- Manage calendars including conference calls, and client meetings
- Handle day-to-day service requests from clients
- Assist with the preparation of reports and other materials for client meetings
- Keep management systems up-to-date with client information
- Collect the right documentation for opening new accounts and service requests
- Handle expense reimbursement
About the Team
You’ll be working with the Omaha Legacy Wealth Management team. This team helps high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As an Executive Team Assistant, you’ll play an important role in helping the team stay organized and run an effective business.
Your Expertise
- Excellent communicator, with solid interpersonal skills
- Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Keen attention to detail, organized and able to seamlessly multitask
- Excellent written and verbal communication skills, with solid interpersonal skills
- Quick to learn new platforms and tools
- Comfortable interacting with clients
- Adaptable, can-do attitude
About UBS
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.
Key skills/competency
- Executive Assistant
- Calendar Management
- Client Relations
- Microsoft Office Suite
- Organizational Skills
- Multitasking
- Communication Skills
- Detail-Oriented
- Administrative Support
- Financial Services
Skills & topics
- Executive Assistant
- Team Assistant
- Administrative Assistant
- Calendar Management
- Client Services
- Microsoft Office
- UBS
- Omaha
- Wealth Management
- Financial Services
How to get hired
- Tailor your resume: Highlight your administrative support experience and proficiency in Microsoft Office, emphasizing organizational and communication skills relevant to an Executive Team Assistant role at UBS.
- Showcase client interaction: Emphasize your experience in handling client requests, managing communications, and maintaining client information systems, demonstrating your ability to work with high-net-worth individuals.
- Demonstrate attention to detail: Provide examples of your meticulousness in managing calendars, preparing reports, and handling documentation, showcasing your ability to multitask seamlessly and ensure accuracy.
- Research UBS values: Understand UBS's commitment to collaboration and client service, and be prepared to articulate how your approach aligns with their culture and values during the interview process.
- Prepare for behavioral questions: Practice answering questions about your communication style, problem-solving abilities, and how you handle pressure and multitasking in a fast-paced financial environment.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities of an Executive Team Assistant at UBS Omaha?
- The Executive Team Assistant at UBS Omaha is responsible for managing executive calendars, handling client service requests, preparing reports, maintaining client information systems, collecting documentation for new accounts, and managing expense reimbursements.
- What skills are essential for an Executive Team Assistant at UBS?
- Essential skills include excellent communication and interpersonal abilities, proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel), strong organizational skills, keen attention to detail, multitasking capabilities, and the ability to quickly learn new platforms.
- What is the work environment like for an Executive Team Assistant at UBS in Omaha?
- You will be working with the Omaha Legacy Wealth Management team, supporting financial advisors who serve high net worth and ultra-high net worth individuals and families. The role is crucial for maintaining team organization and business efficiency.
- How does UBS foster collaboration and employee success?
- UBS emphasizes collaboration at the heart of everything they do. They are dedicated to putting people first by offering new challenges, a supportive team environment, growth opportunities, and flexible working options when possible, fostering an inclusive culture.
- What should I highlight on my resume for the Executive Team Assistant role at UBS?
- Highlight your experience in calendar management, client interaction, report preparation, data management, and proficiency with Microsoft Office. Emphasize your organizational skills, attention to detail, and ability to multitask effectively in a professional setting.
- How can I prepare for an interview for the Executive Team Assistant position at UBS?
- Prepare by researching UBS's values, understanding the team's focus on high-net-worth clients, and practicing behavioral questions related to communication, organization, and problem-solving. Be ready to discuss your experience with relevant software and client service.