Job description
United States - Minnesota
Business management, administration and support
Global Wealth Management
Job Reference #
259597BR
City
Wayzata
Job Type
Full Time
Your role
We’re looking for an Executive Assistant to support a dynamic and fast growing UBS Private Wealth Management team in Wayzata, Minnesota.
Are you a detail-oriented multitasker?
Are you a professional with outstanding relationship and communication skills?
Are you looking to join a highly successful team with opportunity for advancement in private wealth management?
Your role:
Are you a detail-oriented multitasker?
Are you a professional with outstanding relationship and communication skills?
Are you looking to join a highly successful team with opportunity for advancement in private wealth management?
Your role:
- manage and maintain calendars, schedule calls and clients meetings, coordinate travel
- support two Financial Advisors and team members
- meeting set-up, preparation of client materials
- marketing support – event planning and coordination, web-site support, gifts and entertainment, maintain email lists for marketing communications
- expense reporting
- complete ad-hoc projects as necessary
- high level of client interaction
Your team
Metcalf Fredrickson Group is situated in Wayzata, Minnesota. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Your expertise
- high degree of professionalism
- prior experience with calendar management
- proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel)
- keen attention to detail, organized and able to seamlessly multitask
- excellent written and verbal communication skills
- comfortable interacting and building relationships
- ability to accurately record data for reporting
- knowledge of marketing, web-sites and event planning a bonus
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
shipshapebody.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, shipshapebody.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, shipshapebody.com is the ideal place to find your next job.