Baird Jobs (3)

As an Executive Assistant with Baird’s Global Investment Banking team, you will directly support a team of senior level bankers relieving them of administrative tasks.

You should exude confidence in your capabilities and have an exceptional propensity for anticipating the needs and preferences of the bankers.

You must be organized, quality focused, highly energized, proactive, and efficient. Additionally, this role will require someone with great attention to detail, as well as advanced analytical and technological skills.

This position will involve frequent interaction with group heads, internal and external clients, and require strict adherence to client confidentiality and maintenance of active projects and critical information.

As an Executive Assistant, you will :

Manage and coordinate various calendars and synchronizing conflicting schedules for team calls, meetings, and events.

Focus on building strong relationships with bankers and peers through collaborative efforts and teamwork.

Maintain data integrity with accurate Salesforce entries and continuous data clean ups.

Arrange domestic and international travel and process, submit and track expenses; stay current on all Travel policies and procedures.

Maintain data integrity with accurate Salesforce entries and continuous data clean ups.

Assist with new hire on-boarding and off-boarding.

Produce high quality emails and messages to individuals at all levels of the organization.

Assist in editing spreadsheets and presentations, including printing and binding, for client meetings.

Work cooperatively with the administrative assistant’s team.

Lead and coordinate on ad hoc projects as requested.

Coordinate with the Conference Center team to reserve conference rooms and catering for internal and external meetings / events, catering, locations, vendors, etc.

What makes this opportunity great :

You will be learning constantly, whether learning by collaborating with other assistants, or simply learning by solving problems and tackling projects.

Enjoy the variety of tasks each new day brings. Our schedules are variable and incredibly exciting.

Energetic environment that will enable you to grow as a professional.

Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for :

High school diploma or education equivalent required.

5+ years of proven administrative experience preferably in the financial environment.

Coordinate complex calendars and manage varying schedules for multiple bankers.

Detail orientated; strong organizational skills with ability to prioritize various tasks simultaneously.

Must be a proactive, quick on your feet , self-starter with excellent problem-solving skills.

Work independently with speed and accuracy.

Professional demeanor with strong oral and written communication skills.

Proficient with Microsoft Office products; Concur Travel / Expense system preferred.

Experience using CRM systems, preferably Salesforce.

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HYBRID

We are seeking an outgoing, talented and motivated individual to join our Public Finance team as a Public Finance Coordinator.

The ideal candidate will have a team focus while supporting the deal team in performing critical deal process tasks. This role requires a willingness to learn and the ability to think critically about multiple and diverse functions within the Public Finance team, while maintaining adherence to industry regulations.

As a Public Finance Coordinator, you may :

1. Work closely with all team members throughout the deal process. Actively participate as a member of the team and take on duties as needed.

Responsibilities include coordinating legal, marketing and compliance materials associated with the day of pricing procedures, deal tracking, preparing financial information, updating the electronic deal file and department database and identifying ways to automate routine processes.

2. Communicate consistently and clearly regarding necessary regulatory documentation as part of the deal process to ensure compliance with rules and regulations and successful settlement of deals.

3. Perform advanced word processing, proofreading and editing to database and spreadsheet applications including proposals, presentations, charts, reports and deal specific documentation.

Work with numbers, edit work of team members, and perform basic calculations.

4. Independently research, collect and compile documents and data for special and regular reports, and gather data from various sources.

Analyze data to ensure results are consistent with expectations.

5. Proofread and correct written material for correct grammar, spelling, punctuation, and content. A working knowledge of the business is important and training can be provided on site.

6. Answer incoming telephone calls; provide information or refer caller to the proper staff; answer inquiries requiring knowledge of the department’s overall function.

Plan, coordinate, and arrange for various departmental functions (client meetings, luncheons, etc). Coordinate conferences, team member schedules, submission of presentations and creation of marketing pieces.

Ensure marketing and personnel coverage at industry-specific conferences, conventions, and events.

What we look for :

1. Associate or Bachelor’s degree with 0-2 years of industry experience 2. Advanced computer skills including Word, Excel, Access, PowerPoint and Outlook with an emphasis on Excel knowledge and training.

3. Ability to learn specific industry software Excellent grammar, editing and proofing skills required.

4. Attention to detail and positive can-do attitude a must Ability to prioritize and handle multiple tasks simultaneously, often under pressure and / or short deadlines

5. Willingness and ability to work additional hours as needed to ensure work is completed in a timely fashion and deal process is seamless

6. Ability to tolerate peak workloads, multiple assignments and produce results with accuracy and reliability.

7. Ability to initiate action and work independently on most tasks

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Thank you for your interest in Baird!

People are our most important asset, and each is critical to our continued success. This is why we seek out individuals who embrace the values we live by, the selfless focus of our culture, the ethics that guide us and the results we expect.

Create relationships with Baird Financial Advisors and discuss their clients’ estate planning situations. Review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients.

Activities and duties require a high level of expertise, organization, and personal initiative.

As an Estate Planner, you will :

• Review client estate planning documents and develop comprehensive, customized estate planning reports and analysis. Help explain the results of the plan to FAs.
• Work directly with FAs to confirm or complete data in the Estate Planning Questionnaire.
• Have a thorough understanding of the formal estate planning process and how it relates to an overall financial plan and be able to explain and adapt the process to apply to numerous scenarios, both with individual FAs and as part of firm-wide initiatives.
• Be able to answer basic estate planning questions from FAs and their clients. For more advanced questions or issues, be able to research an answer and / or direct FAs to the appropriate resources.

This includes questions regarding issues such as beneficiary designations, asset titling, the impact of trusts in planning, tax planning, and trust and estate administration.

Also be able to provide support to teammates and other internal partners on other tax and financial planning-related questions as available.

• Have an understanding of the products and services offered within a brokerage environment, including life insurance, long-term care insurance, and annuities, and be able to work with representatives of those departments.
• Serve as a contributor to articles on estate planning concepts for internal audiences and external clients.
• Work with our internal resources (Operations, Legal, etc.) to ensure policies and procedures are appropriately designed and correctly applied, and offer suggestions on ways to improve.
• Perform other duties as assigned.

What makes this opportunity great :

• Support planning needs of a territory of Private Wealth branches.
• Work location will be from Baird's office with a flexible schedule available.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• No billable hours.

What we look for :

• Bachelor’s degree required; Business or Finance preferred. Working towards or currently hold JD designation. Other advanced degree(s) a plus.
• Strong computer skills, including working knowledge of word processing and spreadsheet software and internet functions.

Understanding of reports from financial planning software also a plus.

• Ability to research answers to estate planning questions timely and accurately.
• Ability to balance multiple projects and work under strict deadlines at times, to work independently on projects, and to effectively relate to others in order to accomplish work responsibilities and objectives, including acting as a team player with others in the department.

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