Executive Assistant - Investment Banking

Robert W Baird & Company • Charlotte, NC

221d

About The Position

Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development. The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols.

Requirements

• A high school diploma or equivalent education is required.
• At least 5 years of proven administrative experience, ideally within a financial setting.
• Ability to coordinate complex calendars and manage diverse schedules for multiple Bankers.
• Detail-oriented with strong organizational skills, capable of prioritizing multiple tasks simultaneously.
• Must be a proactive, quick-thinking self-starter with excellent problem-solving abilities.
• Ability to work independently while maintaining speed and accuracy.
• Professional demeanor complemented by strong oral and written communication skills.
• Proficient in Microsoft Office applications.

Nice To Haves

• Experience with travel/expense systems (Concur) is preferred.
• Familiarity with CRM systems (Salesforce) is preferred.
• Experience with AI technologies (such as Copilot, ChatGPT, etc.) is a plus.

Responsibilities

• Managing and coordinating various calendars and synchronizing conflicting schedules for team calls, meetings, and events.
• Coordinating with the Conference Center team to reserve conference rooms and catering for internal and external meetings/events.
• Arranging domestic and international travel including preparing personalized itineraries; staying current and knowledgeable on all Travel policies, procedures, and changes.
• Preparing, processing, submitting, and tracking expenses for designated bankers; staying current and knowledgeable on all Travel policies, procedures, and changes.
• Supporting business development and client activity for senior bankers including meeting scheduling, creating and sending NDAs, supporting logistics for industry events, and assisting with deal management throughout the process.
• Focusing on building strong relationships with bankers and peers through collaborative efforts and teamwork.
• Maintain data integrity with accurate Salesforce entries and continuous data clean ups.
• Working with Mailroom staff to organize and prepare packages for overnight shipping.
• Covering for other assistants in their absence.
• Representing Baird in a professional manner both internally and externally through telephone and in-person contact with clients.
• Provide general organizational assistance and various other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED