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Company Name:
Approximate Salary:
Per Year
Chicago, Illinois
United States
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

Branch Operations Assistant (Chicago IL)

As a Branch Operations Assistant, you will:
Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill

  • Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner.
  • Answer phone calls coming into the branch through a switchboard.
  • Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances.
  • Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Set up conference calls.
  • Sort, process and route incoming and outgoing mail.
  • Copy, fax, and file various materials as needed.
  • Order office supplies and call in repair requests for copier, printers, and fax machines.
  • Issue outgoing checks for the branch.
  • Log Compliance files. File paperwork such as wires and branch manager daily reports.
  • Perform other duties as assigned.

What makes this opportunity great:
  • Opportunity to gain experience in Private Wealth Management within a branch setting. As well as obtain the series 7 and 66 licenses which Baird pays for.
  • Ability to work with a variety of teams and gain exposure throughout the branch.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:
  • High School diploma required. Associate's degree or Bachelor's degree preferred.
  • Minimum of 1 or 2 year's previous customer service or administrative experience; preferably in the financial services industry.
  • Excellent verbal communication skills; excellent telephone and client service skills.
  • Ability to work independently with minimal supervision; ability to be flexible.
  • Ability to handle clients professionally and manage challenging situations.
  • Working knowledge of MSOffice; Word, Excel, Outlook.
  • Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.

Who we are:

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has more than $171 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on the Fortune Magazine Top 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird's culture, click here.