Executive Assistant

United States - Nebraska

Business management, administration and support, Client advisory / Relationship management, Finance

Global Wealth Management

316560BR

Lincoln

Full Time

We’re looking for an Executive Assistant to:

• keep management systems up-to-date with client information
• perform and coordinate routine and/or specialized work
• coordinate daily tasks and projects, working seamlessly with teammates
• educate clients on account services and capabilities
• collect the right documentation for opening new accounts and managing service requests
• help with the preparation of reports and other materials for client meetings

You’ll be working with The Dworak Group in the Lincoln, NE location. As an Executive Assistant, you’ll play an important role, interacting with both the team and clients. Compensation is expected to be between $60,000 and $70,000 depending on experience.

At UBS and with The Dworak Group, we are dedicated to helping clients, their families, and their businesses grow, preserve, and pass on all they have achieved.
Our mission is to earn the trust of our clients and add value to each of our relationships by providing a personalized and customized wealth management experience that includes exceptional client service. The unique skills, backgrounds, and experiences each team member brings contributes to our ongoing success. Are you ready to be part of The Dworak Group?

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.

We may request you to complete one or more assessments during the application process. Learn more

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 contact us.

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.