Marketing & Events Assistant

Baird•Fort Worth, TX

19d

About The Position

The Marketing & Events Assistant provides marketing, operational, client service, and business development support to one or more Financial Advisors in a Baird branch office. The role also supports the branch’s broader client service and operational needs, collaborating with associates to contribute to the success of the team, branch, and business. The assistant welcomes and assists visitors, handles incoming calls, supports Financial Advisors’ marketing and digital presence, and helps create and carry out client service plans. The role also coordinates seminars and client events, supports business development and client relationship efforts, and may assist with client onboarding, appointment scheduling, and client communications. It requires maintaining organized electronic files and following firm policies and procedures in a changing regulatory environment.

Requirements

Excellent verbal and written communication skills, including email, and the ability to exchange ideas and information effectively.
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, and ability to learn and use Baird Private Wealth Management technology platforms.
Strong technology aptitude and ability to adopt new tools.
Attention to detail and accuracy, with critical-thinking and proactive problem-solving skills.
Strong organizational skills and ability to prioritize personal and Financial Advisor workflows to meet goals in a timely manner.
Understanding of compliance regulations, including client complaint processes and correspondence policies.
Ability to maintain client confidentiality.
Good analytical skills and ability to perform semi-advanced math.

Nice To Haves

Open to obtaining Series 7, 63, or 65 licensure.
Experience or aptitude with AI-enabled solutions and other new tools.
Bachelor’s degree preferred, but not required.

Responsibilities

Welcome visitors and provide information, directions, or assistance; escort guests as needed.
Receive and route incoming calls using the switchboard console, gathering relevant information and assisting callers when possible.
Partner with the dedicated Wealth Center marketing specialist to share recommendations and practices that support Financial Advisor and team business growth.
Work with Financial Advisors to create and implement a CRM-based client service model with regular client touchpoints.
Carry out Financial Advisors’ digital and social media strategy, including updating websites and applicable social media properties.
Review client and prospect social media proactively and share relevant information with the team.
Organize and coordinate seminars and client events, including developing client lists, designing materials and content, coordinating presentations, and following up with clients.
Support business development and existing client relationships through techniques such as cross-referencing and cross-selling.
Coordinate client onboarding when assigned, including managing prospect pipelines and establishing ongoing communication and client service plans.
Partner with Baird’s Corporate Resource Groups and maintain knowledge of products and services available to clients.
Create and manage client contact and appointment schedules and coordinate client meetings when assigned.
Stay current on firm and industry policies and procedures and explain requirements to clients as needed.
Ensure compliance with Baird policies concerning correspondence, books and records, trade policies, seminars, and marketing.
Provide backup to other teams and the branch, and complete other duties and special projects as needed.
Create, maintain, and organize electronic files for immediate team access and retrieval.