What are the responsibilities and job description for the Branch Operations Assistant position at Robert W. Baird & Co. Incorporated?
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. The Impact You’ll 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 You’ll Bring to Baird: High school diploma required. Associate’s or Bachelor’s degree preferred, not required 1 years previous customer service or administrative experience; preferably in the financial services industry Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred 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 Baird’s 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 #LI-PWM2 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. 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.