Part-Time Branch Operations Assistant

Robert W. Baird & Co. Incorporated • Charlotte, NC

76d

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. This is a Part-Time role working 30 hours a week that includes benefits!

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 with 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).
• Ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office, etc.).
• Strong organizational skills with a consistent ability to prioritize workflow of self and Financial Advisors.

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).
• Leverage the CRM platform to manage the client relationship 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, etc.
• 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 and file paperwork such as wires and branch manager daily reports.
• Perform other duties as assigned.

Benefits

• Part-Time role working 30 hours a week that includes benefits.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: High school or GED