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.

Responsibilities

• 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
• Aid in 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 orchestrate 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 restock
• 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

Requirements

• High school diploma required, Associates or Bachelor's 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)
• 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