Branch Operations Assistant

Baird • Greensburg, PA

7d

About The Position

The Branch Operations Assistant is responsible for client service, marketing, and operational functions for a branch using a wealth management or portfolio management business approach. This highly visible role requires a polished professional with strong communication, customer service, and organizational skills. The assistant supports financial advisors and branch operations, helping the team provide effective client service and maintain branch marketability.

Requirements

• High school diploma required.
• At least 1 year of previous customer service or administrative experience.
• Strong technology aptitude and ability to adopt new tools, including AI-enabled solutions.
• Excellent verbal communication, telephone, and client service skills.
• Detail-oriented, with critical-thinking and proactive problem-solving skills.
• Good analytical skills and ability to perform semi-advanced math.
• Ability to work independently with minimal supervision and remain flexible.
• Ability to handle clients professionally and manage challenging situations.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, and ability to learn and effectively navigate Private Wealth Management technology platforms.
• Strong organizational skills and consistent ability to prioritize personal and financial advisors’ workflows to meet goals in a timely manner.
• Ability to lift, move, and transport items weighing up to approximately 25 pounds as needed for office operations, client events, and team activities.

Nice To Haves

• Associate’s or bachelor’s degree preferred, but not required.
• Previous customer service or administrative experience in the financial services industry preferred.
• Experience adopting new tools, including AI-enabled solutions, preferred.

Responsibilities

• Answer inquiries from internal associates and business partners professionally and pleasantly, and act as a liaison between financial advisors and internal Private Wealth Management support teams.
• Assist with the branch’s social media strategy, including LinkedIn, the website, and X.
• Identify ways to enhance branch operations and improve financial advisors’ business effectiveness and marketability.
• Maintain financial advisors’ CRM systems and use the platform to support client relationships through mailings, reporting, email tracking, and well-defined client service models.
• Collaborate with branch leadership to coordinate student worker and summer intern duties.
• Process daily check deposits.
• Maintain knowledge of compliance policies to respond to internal associate inquiries.
• Maintain a quarterly Broker of the Day call log for incoming switchboard inquiries.
• Plan, coordinate, and arrange vendor luncheons; set up and maintain conference rooms and office supplies, including restocking.
• Sort, process, and route incoming and outgoing mail.
• Copy, fax, and file materials as needed.
• Log compliance files and file paperwork such as wires and branch manager daily reports.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED