Marketing & Events Assistant

Baird•Fort Worth, TX

13d

About The Position

Provides day-to-day marketing, operational, client service, and business development support to one or more Financial Advisors in a Baird branch office, while also helping meet the branch’s broader client service and operational needs. Works with associates to support the success of the team, branch, and business. The role includes welcoming and assisting visitors, managing incoming calls, collaborating on marketing and business growth, coordinating client communications and events, supporting client relationships and onboarding, and maintaining compliant, organized records.

Requirements

Excellent verbal and written communication skills, including email.
Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
Ability to learn and effectively navigate Baird Private Wealth Management technology platforms.
Detail-oriented, with an emphasis on accuracy.
Critical-thinking and proactive problem-solving skills.
Strong organizational skills and ability to prioritize personal and Financial Advisor workflows to achieve goals on time.
Understanding of compliance regulations, including the client complaint process and correspondence policies.
Ability to maintain client confidentiality.
Good analytical skills and ability to perform semi-advanced math.

Nice To Haves

Bachelor’s degree preferred, but not required.
Open to obtaining Series 7/63/65 licensure.
Strong technology aptitude and ability to adopt new tools, including AI-enabled solutions.

Responsibilities

Greet visitors and provide information, directions, or assistance; escort guests as needed.
Receive and route incoming calls professionally, collect relevant information, and assist callers before transferring calls or taking messages.
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 develop and implement a CRM-based client service model with regular client touchpoints.
Execute digital and social media strategies for Financial Advisors and teams, 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 new business generation and existing client relationships through techniques such as cross-referencing and cross-selling systems.
Coordinate client onboarding when assigned, manage prospect pipelines, and establish client communication and service plans.
Work with Baird Corporate Resource Groups and understand available products and services to support client service and advice.
Create and manage client contact and appointment schedules, and coordinate client meetings.
Stay informed about firm and industry policies and procedures and explain requirements to clients as needed.
Ensure compliance with Baird policies for 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.