Branch Operations Assistant

Baird; Evansville (IN); On-site; USD 38,000 - 54,000; Full time

Job summary

Baird is seeking an organized professional to manage client service and marketing support for the Evansville branch. The role interfaces with financial advisors and PWM teams to ensure smooth operations and responsive client service.

You will support social media, CRM usage, and branch processes while coordinating student workers and interns, deposits, and mail flows. Strong communication and MS Office skills are essential for success.

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred, not required.
• 1+ year of 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; flexible.
• Ability to handle clients professionally and manage challenging situations.
• Proficient in Microsoft Office suite with ability to learn PWM platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office).

Responsibilities

• Answer inquiries from internal associates and business partners; act as liaison between financial advisors and PWM support teams.
• Assist the Social Media strategy for the branch (LinkedIn, Website, X, etc.).
• Seek ways to enhance internal operations for the branch for FA business effectiveness and marketability.
• Maintain CRM system for Financial Advisor(s) and leverage it for mailings, reporting, e-mail tracking, and more.
• Collaborate with branch leadership to orchestrate student worker and intern duties.
• Process daily check deposits.
• Maintain knowledge of compliance policies for internal inquiries.
• Maintain schedule of Broker of the Day call log on a quarterly basis for all inquiries.
• Plan, coordinate and arrange vendor luncheons; set up conference rooms, office supplies, and restocking.
• Sort, process and route incoming and outgoing mail.
• Copy, fax, and file materials as needed.
• Log Compliance files; file wires and branch manager daily reports.
• Perform other duties as assigned.

Skills

Customer service

Administrative support

Communication

Microsoft Office

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

CRM systems

Microsoft Office

Thomson ONE

Albridge

Job description

About the Role:

Be responsible forthe 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 withsuperior,communication, customerserviceand organizationalskill.

The ImpactYou'llMake:

• 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 asleveragethe platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal ofassistingour 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,coordinateand arrange for vendor luncheons, etc. Set up andmaintainconference 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

WhatYou'llBringto Baird:

• High school diplomarequired.Associate's orBachelor'sdegree preferred, notrequired

• 1+ yearspreviouscustomer 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

• Detailoriented. Critical thinking and proactiveproblem solvingskills

• Good analytical skills withabilityto 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 prioritizework flowof self and Financial Advisorsin order toachieve specific goalsin a timely manner

#LI-PWM3

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.