Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 100 + locations in over 30 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $137 billion in client assets. Check out this video to learn more about our Private Wealth Management business.
As a Branch Operations Assistant, you will:
Work under the general supervision of the Branch Manager and Office Administrative Manager. The Branch Operations Assistant answers incoming calls to the branch via a multi-line switchboard as well as receives clients, vendors and prospects, during normal business hours. This highly visible position requires a polished professional with superior, communication, customer service and organizational skills.
Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner.
Answer phone calls coming into the branch through a switchboard.
Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances.
Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Set up conference calls.
Sort, process and route incoming and outgoing mail.
Copy, fax, and file various materials as needed.
Order office supplies and call in repair requests for copier, printers, and fax machines.
Issue outgoing checks for the branch.
Log Compliance files. File paperwork such as wires and branch manager daily reports.
Perform other duties as assigned.
What makes this opportunity great:
Opportunity to gain experience in Private Wealth Management within a branch setting. As well as obtain the SIE, series 7 and 66 licenses which Baird pays for.
Ability to work with a variety of teams and gain exposure throughout the branch.
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
What we look for:
High School diploma required. Associate’s degree or Bachelor’s degree preferred.
Minimum of 1 or 2 year’s previous customer service or administrative experience; preferably in the financial services industry.
Excellent verbal communication skills; excellent telephone and client service skills.
Ability to work independently with minimal supervision; ability to be flexible.
Ability to handle clients professionally and manage challenging situations.
Working knowledge of MS Office; Word, Excel, Outlook.
Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.
More about Baird:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has over $208 billion in client assets and more than 3,600 associates serving the needs of individual, corporate, institutional and municipal clients.
Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranked No. 16 on the Fortune Magazine’s 100 Best Companies to Work For®, our sixteenth consecutive year on the list. To learn more about Baird’s culture, click here.