Executive Team Assistant

Key Responsibilities

We're looking for an Executive Team Assistant to:

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

Full Time

343098

Lincoln

We're looking for an Executive Team Assistant to:

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

You’ll be working with The Dworak Group in the Lincoln, NE location. As a Client Associate, you’ll play an important role interacting with both the team and clients.

• detail and service oriented (nothing gets past you)
• good written and verbal communication skills
• dynamic team player
• self-starter who takes ownership of tasks
• client service experience preferred
• experience in the financial industry not necessary, yet preferred
• college degree is preferred

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

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.

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.