Executive Assistant

Job Reference #

340249

City

Madison

Job Type

Part Time

Key responsibilities

Are you detail-oriented multitasker? Do you know how to make sure things run smoothly? Do you want to help transform our firm into a more agile organization?”

At UBS, we re-imagine the way we work, the way we connect with each other – our colleagues, clients and partners – and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative.

We’re looking for a Executive Assistant to:

• Process client distribution requests (e.g., withdrawals, transfers, required minimum distributions) in a timely and accurate manner
• Review requests for completeness, accuracy, and compliance with UBS policies and regulatory standards
• Coordinate with advisors, operations, and back-office teams to resolve issues and ensure smooth execution
• Monitor pending transactions and proactively follow up to meet deadlines and client expectations
• Support team workflow by prioritizing tasks and managing multiple requests simultaneously

The team

You’ll be working as part of Wealth Management Americas. Specifically, you’ll be working with “The Burish Group”, a team of 35+ professionals who help 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. The team’s founder, Andy Burish, is nationally ranked as a top financial advisor by both Forbes and Barron’s Magazine, including #1 Wealth Advisor in Wisconsin by Forbes.

Your skills and experience

• Bachelor’s degree preferred or equivalent professional experience
• 3+ years of experience in an administrative, executive assistant, or client service role within financial services (wealth management experience strongly preferred)
• proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel)
• keen attention to detail, organized and able to seamlessly multitask
• proven written and verbal communication skills
• comfortable interacting with colleagues at all levels
• Ability to work independently while collaborating effectively with a large team

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.

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.

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.