Branch Operations Assistant

As a 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

• 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.

What makes this opportunity great:

• 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 we look for:

• High school diploma required. Associates or Bachelors 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. Critical thinking and proactive problem solving skills.
• Good analytical skills with 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) with the ability to learn and effectively navigate Bairds Private Wealth Management technology platforms (Thomson ONE Albridge Envestnet CRM Money Guide Pro Liquid Office etc.). Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner.

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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.