Branch Events & Operations Assistant

Baird; Louisville (KY); Presencial; USD 38 000 - 48 000; Tempo integral

Resumo da oferta

Baird in Louisville, KY is seeking a Branch Events and Operations Assistant to strengthen client and associate relationships through planning and executing marketing events and engagement activities. You will greet guests, coordinate meetings, manage front desk operations, and provide admin support to branch leadership and Wealth Management teams.

This role emphasizes organization, communication, and proactive service, with responsibilities from coordinating events to routing calls, processing

Qualificações

• High school diploma or GED required; Bachelor's degree preferred
• Experience with events, front desk, or hospitality is a plus
• Strong grammar, editing and proofreading skills required
• Proficiency with Microsoft Office suite (Outlook, Word, Excel) and ability to learn new tools

Responsabilidades

• Greet visitors and ensure a welcoming, professional experience
• Route calls and collect information to assist or transfer as needed
• Plan, coordinate and manage full lifecycle of meetings and branch events
• Provide admin support and help with clerical tasks as requested
• Maintain reception area and mail flow; ensure supplies and equipment are available
• Performs other duties as assigned

Conhecimentos

Event coordination

Front desk/reception

Hospitality experience

Editing/proofreading

Telephone skills

Independent work

Problem solving

Professional appearance

Formação académica

High school diploma or GED

Bachelor’s degree (preferred)

Ferramentas

Microsoft Outlook

Microsoft Word

Microsoft Excel

AI-enabled tools

Descrição da oferta de emprego

About The Role

As the Branch Events and Operations Assistant, you’ll play a key role in strengthening client and associate relationships and elevating our brand presence through the planning and execution of marketing events and engagement activities. This role partners closely with branch leadership and Wealth Management teams to deliver seamless events that foster connection, drive brand awareness, and support business objectives. You’ll be the first point of contact for clients, business associates, vendors, and recruits—greeting guests with warmth and professionalism, and ensuring their needs are met proactively.

In addition, you’ll manage front desk operations, including administrative support, and office logistics. Your ability to multitask, communicate effectively, and maintain a polished and organized environment will be essential to your success.

The Impact You’ll Make

• Greets all visitors, providing information, directions, or assistance as needed, striving to create memorable experiences for all guests. This includes, but is not limited to, clients, vendors, new hires, recruits, and internal and external business associates. Escorts guests, as needed


• Receives and routes incoming calls to the appropriate destination utilizing the switchboard console, always in a friendly, professional manner. Collect important information and seek to assist before taking a message or transferring a call


• Plans, coordinates, and arranges for the entire life cycle of meetings and branch events by handling administrative tasks and preparation work


• Provides support to the branch, including admin support, miscellaneous clerical functions, and other projects as requested


• Maintains a welcoming and professional workspace, ensuring the proper delivery of all items received at the reception desk and communicating guest arrival


• Sort, process and route incoming and outgoing mail


• 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


• Performs other duties as assigned

What You’ll Bring To Baird

• Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team


• High school diploma or GED equivalent required. Bachelor's degree preferred, not required


• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred


• Event, front desk/receptionist, and hospitality experience preferred


• Excellent grammar, editing and proofing skills required; attention to detail a must


• Excellent telephone skills


• Ability to work independently with minimal supervision


• Ability to handle clients professionally and manage challenging situations


• Ability to maintain regular, predictable attendance


• Ability to problem-solve and prioritize tasks and projects


• Strong team player mentality, willing to pitch in and help other team members whenever possible. Ability to identify areas for improvement and offer valuable solutions


• Ability to maintain professional appearance and disposition at all times


• Proficient with Microsoft Outlook, Word and Excel required with willingness to learn other skills as tasks require