Part-Time Branch Operations Assistant

About the Role:

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 skill.

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

The Impact Youll Make:

• 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) as well as leverage the platform to manage the client relationship through mailings reporting e-mail tracking and more with the goal of assisting our teams in implementing well-defined client service models.
• Collaborate with branch leadership to orchestra student worker and summer intern duties.
• Process daily check deposits.
• Maintain knowledge or 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. File paperwork such as wires and branch manager daily reports.
• Perform other duties as assigned.

What Youll Bring to Baird:

• 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.

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.