Temporary Associate
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Job Location:
Louisville, KY - USA
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
As a Temporary Associate you will supportFinancial Advisors by assisting with research client paperwork meeting preparation and performance reports. Youll be a point of contact for client inquiries and help ensure efficient service gaining valuable experience in wealth management operations.
The Impact Youll Make:
- 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 Youll Bring to Baird:
- 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
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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.
Required Experience:
IC
Key Skills
- CCTV
- Airport Security
- Analysis
- Higher Education
- Jewellery
- Jboss
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
