Retirement Plan Admin

About the role

We are looking for someone to:

• Provide administrative and operational support to Workplace Wealth Solutions (WWS) Branch Management and Retirement Plan Advisors, helping ensure a seamless client experience across onboarding, recordkeeper coordination, ongoing servicing, and reporting
• Lead the new client onboarding process, including preparation and coordination of investment advisory agreements, account opening documentation, compensation split setup, and required compliance tasks
• Manage recordkeeper onboarding and plan conversion activity, coordinating with internal partners, external providers, and advisors to ensure timely and accurate execution
• Support non-investment related facets of client engagement, including participation on client calls, preparation of meeting materials, follow-up items, and ongoing service requests
• Create, maintain, and distribute branch-level reports and business metrics, supporting visibility into pipeline activity, onboarding status, service delivery, and overall business performance
• Serve as a central point of coordination between advisors, internal operational teams, compliance partners, and external providers to keep client activity moving efficiently
• Maintain accurate records and documentation related to client onboarding, plan changes, and ongoing administrative activity
• Identify process improvements and operational efficiencies to support a growing retirement plan business

Your team

You will work closely with Retirement Plan Advisors, Financial Advisors, internal operational, compliance and onboarding teams, and external recordkeepers and service providers. You will join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions for companies and their employees, offering education and guidance that help drive financial success.

Requirements

• 2+ years of experience in an administrative, operational, or client support role within financial services, wealth management, or a related environment
• Strong organizational skills with the ability to manage multiple tasks and priorities simultaneously
• High attention to detail and a commitment to accuracy and follow-through
• Comfort working with documentation, forms, reporting, and process-driven workflows
• Strong written and verbal communication skills
• Ability to collaborate effectively with client-facing professionals and internal partners
• Proficiency with standard business tools (Excel, reporting dashboards, CRM systems, document management tools)

About Us

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.

Pay

The indicative gross base salary range for this full-time role in Weehawken, NJ is USD 70,000 – 93,000 per annum. The expected salary will be determined by relevant factors including role-required experience, qualifications, education, location, and skill level. UBS offers a range of competitive benefits. Additional variable compensation or awards may be provided at UBS's sole discretion.