Executive Team Assistant

Your role

Are you detail-oriented multitasker? Do you know how to make sure things run smoothly?

• manage calendars including conference calls, and client meetings
• handling day to day service request from clients
• help with the preparation of reports and other materials for client meetings
• keep management systems up-to-date with client information
• collect the right documentation for opening new accounts and service requests
• handle expense reimbursement

Full Time

335606

Omaha

You’ll be working with the Omaha Legacy Wealth Management team. We 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. As an Executive Team Assistant you’ll play an important role in helping the team stay organized and run an effective business.

• excellent communicator, with solid interpersonal skills
• proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel)
• keen attention to detail, organized and able to seamlessly multitask
• excellent written and verbal communication skills, with solid interpersonal skills
• quick to learn new platforms and tools
• comfortable interacting with clients
• adaptable, can-do attitude

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.