Branch Operations Assistant

Baird

80d

About The Position

Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior communication, customer service, and organizational skills.

Requirements

• High school diploma required.
• Associates or Bachelor's degree preferred.
• 1+ years previous customer service or administrative experience; preferably in the financial services industry.
• Excellent verbal communication skills; excellent telephone and client service skills.
• Detail oriented.
• Critical thinking and proactive problem solving skills.
• Good analytical skills with the ability to perform semi-advanced math.
• Ability to work independently with minimal supervision; ability to be flexible.
• Ability to handle clients professionally and manage challenging situations.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.

Nice To Haves

• Strong organizational skills -- consistent ability to prioritize workflow of self and Financial Advisors in order to achieve specific goals in a timely manner.

Responsibilities

• Answer inquiries from internal associates and business partners in a professional and pleasant manner.
• Act as a liaison between financial advisors and internal PWM support teams.
• Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc.
• Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability.
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s), leveraging the platform to manage client relationships through mailings, reporting, e-mail tracking, and more.
• Collaborate with branch leadership to orchestrate student worker and summer intern duties.
• Process daily check deposits.
• Maintain knowledge of compliance policies for internal associate inquiries.
• Maintain schedule of Broker of the Day call log on a quarterly basis for all incoming switchboard inquiries.
• Plan, coordinate, and arrange for vendor luncheons.
• Set up and maintain conference rooms, office supplies, and restocking.
• Sort, process, and route incoming and outgoing mail.
• Copy, fax, and file various materials as needed.
• Log Compliance files.
• File paperwork such as wires and branch manager daily reports.
• Perform other duties as assigned.

Benefits

• Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
• Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity, and asset management.
• Nationally recognized as a great place to work since 2004.

What This Job Offers

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