Administrative Assistant - Investment Banking

Baird•Charlotte, NC

2d•Hybrid

About The Position

We are looking for a talented Administrative Assistant (AA) to support our Global Investment Banking team! Join us and find out why we have been a Fortune Best Place to Work for since 2004! As an Administrative Assistant (AA), you will provide proactive administrative and hospitality support to mid‑ and senior‑level Global Investment Banking professionals. In addition to managing calendars, meetings, travel, and expenses, you will play a key role in delivering a polished, welcoming, and seamless in‑office experience for bankers, clients, and visitors. To be successful in this role, you should be a curious, service‑oriented self‑starter who enjoys anticipating needs, supporting high‑touch interactions, and contributing to a professional, client‑ready environment. We take pride in developing our Administrative Assistants through training and growth opportunities within the role. This position offers flexibility to work Tuesday, Wednesday and Thursday in the Charlotte office and Monday and Friday remote.

Requirements

High school diploma or education equivalent required
1+ years of Administrative Assistant experience preferably in the financial industry
Comfort balancing administrative responsibilities with hospitality and front‑of‑house support as needed
Strong verbal, written and interpersonal communication skills
Detail orientated, acute attention to detail
Effective time management and organizational skills with ability to prioritize various tasks
Practice critical thinking and problem-solving skills
Proficient / Advance Microsoft Office

Nice To Haves

Concur Travel / Expense system (preferred)
CRM systems (Salesforce preferred)

Responsibilities

Support a team of mid / senior level bankers assisting with project focused tasks.
Manage and coordinate various calendars and synchronizing schedules for team calls, meetings, and small events.
Build relationships with bankers and peers through collaborative efforts and teamwork.
Arranging domestic and international travel and become knowledgeable on Travel policies, procedures, and changes.
Preparing, processing, submitting, and tracking expenses; become knowledgeable on Expense policies, procedures, and changes.
Coordinate with the Conference Center team to reserve conference rooms and catering for internal meeting.
Backup support to Administrative Assistants / Executive Assistant in their absence including receptionist desk, hospitality, etc.
Assist in office duties i.e., replenishing office refreshments and supplies, catering, preparing shipping, safety officer, (building management contact for remote office), etc.
Represent Baird in a professional manner and thoughtful demeanor both internally and externally with clients, bankers, and peers.
Contribute to a high‑quality client and banker experience by ensuring meetings, events, and office interactions run seamlessly.