We are seeking a proactive, detail-oriented Executive Team Assistant to provide comprehensive administrative and operational support to our financial advisory team. In this vital role, you’ll serve as the first point of contact for internal and client-facing communication while managing meeting logistics, document processing, and recurring reporting duties.

Key Responsibilities:
• Draft internal and external communications, including agendas, talking points, presentations, and meeting notes. Coordinate the delivery of agendas and meeting documents to relevant parties.
• Proactively identify process improvements that enhance the team effectiveness and firm operations.
• Provide phone coverage and direct client communication support
• Process monthly team expenses
• Manage document scanning, mail, and client document requests
• Coordinate and prepare for client meetings (scheduling, booking rooms, catering, prep materials)
• Enter post-meeting notes and send follow-ups
• Track team licensing/education requirements
• Support team projects (Holiday gifts, cards, billing, registrations)
• Assist with LinkedIn content for advisors and basic website updates

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Reference #

324384BR

City

Boston

Job Type

Full Time

Your team

You'll be working with the Harborside Group in [Boston].

Your expertise

• Strong administrative and organizational skills
• Excellent communication and attention to detail
• Experience in a professional services or financial environment preferred
• Proficiency with Microsoft Office and scheduling tools
• Ability to work in a fast-paced environment
• Team player attitude with a willingness to support others and contribute to a positive team culture

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.

We have a presence in all major financial centers in more than 50 countries.

How we hire

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

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. 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.