Student Worker
Student Worker
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As a Student Worker you will:
- Support various projects from Financial Advisors (i.e. review reports research stocks money managers and funds and investment strategies)
- Process paperwork and documents necessary to assist others in the department including opening new accounts for existing clients death distributions and trade corrections
- Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
- Prepare for client meetings and presentations
- Create quarterly performance reports and distribute to clients
- Conduct cost basis research
- Perform additional duties and assist with projects as assigned
What makes this opportunity great:
- Gain firsthand experience into the day in the life of a successful Financial Advisor and their team
What we look for:
- Excellent customer service skills and exceptional telephone etiquette
- Demonstrates a high level of professionalism and positive attitude
- An interest in financial services and developing a career in wealth management
- Prior office experience in a corporate or university setting preferred
- Experience with the Microsoft Office package
#DI
#LIPWM5
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Employment Type
Full-Time
