Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

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.

We are seeking a talented and motivated individual to join the IRA team to perform advanced functions necessary to acquire, distribute and maintain IRA and Qualified Retirement Plan assets. The Specialist performs a wide variety of tasks and needs to be self-motivated and work independently.

As an Account Transactions Specialist, you will:
  • Handles various advanced stages of the IRA/retirement function.
  • Enters data for periodic distribution payments, tax withholding and cash and stock movements.
  • Assists supervisor and others as requested.
  • Reviews transaction requests for completeness of documents and suitability and processes all paperwork and documents necessary to distribute IRA and Qualified Plan assets to client and bank accounts.
  • Accepts requests for processing, acquires additional information or rejects requests and issues check per written instructions.
  • Processes requests. This may involve mathematical calculations, review of documents, preparation of records for data entry/other departments or other oral or written communication.
  • Reviews reports pertinent to the status of ongoing activities; initiates corrections as necessary.
  • Provides oral and written communications to acquire or disperse information, answers questions from sales and operations personnel regarding procedures or basic retirement plan issues.
  • Follows up on paperwork submitted.
  • Performs any other duties as assigned.
What makes this opportunity great:
  • Dynamic fast paced work environment with opportunity to master industry basics
  • Great growth and career path opportunities
  • Compelling careers working side-by-side with the best in the business
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
What we look for:
  • Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus. Prior customer service experience and banking experience preferred.
  • SIE and Series 99 within 120 days of hire as role processes cash or security movements.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
  • Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
  • Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
  • Passion for providing high-value client service.

More about Baird:

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 200 offices in the United States, Europe and Asia. Established in 1919, Baird has over $300 billion in client assets and more than 4,500 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 ranks No. 13 on the Fortune Magazine’s 100 Best Companies to Work For®, our seventeenth consecutive year on the list. To learn more about Baird’s culture, click here.


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