Branch Operations Assistant

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. This highly visible position requires a polished professional with superior, communication, customer service and organizational skills.

• Plan, coordinate and arrange for vendor luncheons, client meetings, branch events/celebrations, etc.
• Sort, process, and route incoming and outgoing mail.
• Copy, fax, and file various materials as needed.
• Print Branch checks, create/order stationary for teams, other various tasks as needed.
• Keep inventory and order office supplies. Call in repair requests for copier, printers, and fax machines.
• Cashiering work. Entering checks, depositing, and reconciling daily.
• Log Compliance files and support audit requirements.
• Maintain branch newsletter, branch associate yearbook, role manual, other data as requested, etc.
• Support a Financial Advisor team and Management Team on an as-needed basis.

• Opportunity to gain experience in Private Wealth Management within a branch setting. As well as obtain the SIE, Series 7 and 66 licenses, which Baird pays for.
• Ability to work with both teams and gain exposure throughout the branch
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

• High School diploma required. Associate’s degree or Bachelor’s degree preferred.
• Minimum of 1 or 2 year’s previous customer service or administrative experience; preferably in the financial services industry.
• Excellent verbal communication skills; excellent telephone and client service skills.
• Ability to work independently with minimal supervision and effectively problem solve.
• Ability to handle clients professionally and manage challenging situations.
• Working knowledge of MSOffice; Word, Excel, Outlook.
• Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.

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Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.