Part-Time Branch Operations Assistant

Robert W Baird & Company • West Bend, WI

118d • Onsite

About The Position

As a Part-Time Branch Operations Assistant, you will: Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. Be responsible for the client service & marketing functions of one or more Financial Advisors 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 skill. This is a part-time role scheduled 22.5 hours per week. Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner. Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances. Assist the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc. Maintain FA/team website with frequent content posting. Prepare and present content ideas to marketing lead. Seek ways to enhance FA(s) business effectiveness and marketability. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Set up conference calls. 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.

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 and telephone/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 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.
• Strong organizational skills with the ability to prioritize workflow.

Responsibilities

• Answer incoming calls to the branch and receive clients, vendors, and prospects.
• Be responsible for client service & marketing functions for Financial Advisors.
• Greet and direct incoming clients, visitors, and business associates.
• Answer inquiries from clients and provide quotes and current balances.
• Assist with the Social Media strategy for Financial Advisor(s)/team.
• Maintain FA/team website with frequent content posting.
• Prepare and present content ideas to marketing lead.
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s).
• Plan, coordinate, and arrange vendor luncheons and client meetings.
• Set up conference calls.
• 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 reports.
• Perform other duties as assigned.

Benefits

• Opportunity to gain experience in Private Wealth Management within a branch setting.
• Ability to work with a variety of teams and gain exposure throughout the branch.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What This Job Offers

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