Branch Events & Operations Assistant

Baird•Louisville, KY

About The Position

As the Branch Events and Operations Assistant, you’ll help strengthen client and associate relationships and elevate the company’s brand presence by planning and executing marketing events and engagement activities. You’ll partner with branch leadership and Wealth Management teams to deliver events that foster connection, build brand awareness, and support business objectives. You’ll serve as a first point of contact for clients, business associates, vendors, and recruits, welcoming guests professionally and helping meet their needs. You’ll also manage front desk operations, provide administrative support, and assist with office logistics. Success in the role requires multitasking, effective communication, and maintaining a polished, organized, and welcoming environment.

Requirements

High school diploma or GED equivalent required.
Strong organizational skills and ability to prioritize, monitor, and complete multiple tasks independently or as part of a team.
Excellent grammar, editing, and proofreading skills, with strong attention to detail.
Excellent telephone skills.
Ability to work independently with minimal supervision.
Ability to interact professionally with clients and manage challenging situations.
Ability to maintain regular, predictable attendance.
Ability to problem-solve and prioritize tasks and projects.
Strong team-player mentality and willingness to help other team members.
Ability to identify areas for improvement and offer solutions.
Ability to maintain a professional appearance and disposition.
Proficiency with Microsoft Outlook, Word, and Excel.
Willingness to learn additional skills as tasks require.

Nice To Haves

Bachelor’s degree preferred, but not required.
Strong technology aptitude and ability to adopt new tools, including AI-enabled solutions.
Event, front desk/receptionist, or hospitality experience.

Responsibilities

Greet visitors and provide information, directions, or assistance to create a positive guest experience.
Escort guests as needed.
Receive and route incoming calls using the switchboard console in a friendly, professional manner; gather relevant information and seek to assist before taking a message or transferring a call.
Plan, coordinate, and arrange meetings and branch events throughout their life cycle, including administrative tasks and preparation.
Provide branch administrative support, perform clerical functions, and assist with other projects as requested.
Maintain a welcoming, professional workspace; ensure proper delivery of items received at reception and communicate guest arrivals.
Sort, process, and route incoming and outgoing mail.
Order office supplies and request repairs for copiers, printers, and fax machines.
Issue outgoing checks for the branch.
Log compliance files and file paperwork, including wires and branch manager daily reports.
Perform other duties as assigned.