Branch Operations Assistant

Baird; Evansville (IN); On-site; USD 42,000 - 66,000; Full time

Job summary

Baird Evansville seeks a capable client service and marketing coordinator to support the wealth management team with client service, marketing programs, and daily operations.

The role requires polished communication, strong organizational skills, and the ability to manage CRM activities, social media support, and vendor coordination in a busy branch environment.

Qualifications

• 1+ years of customer service or administrative experience, preferably in financial services.
• Strong tech aptitude and ability to learn new tools, including AI-enabled solutions.
• Excellent verbal communication and client service skills.
• Detail-oriented with strong analytical and problem-solving abilities.
• Proficient with Microsoft Office and private wealth management software.

Responsibilities

• Answer inquiries from internal associates and business partners in a professional manner.
• Assist the Social Media strategy for the branch (LinkedIn, Website, X, etc.).
• Enhance internal operations for advisor effectiveness and marketability.
• Maintain CRM and leverage it for client communications and reporting.
• Coordinate vendor luncheons and manage conference room setup.
• Process daily check deposits and handle mail and routing.
• Log compliance files and assist with wires and daily reports.
• Support branch leadership with student workers and interns.

Skills

Customer service

Administrative support

Verbal communication

Microsoft Office

Attention to detail

Analytical skills

Problem solving

Independent work

Tech-savvy

Financial services knowledge

Education

High school diploma

Associate's degree preferred

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Thomson ONE

Albridge

Envestnet

MoneyGuide Pro

Liquid Office

Job description

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.

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.

The Impact You’ll Make

• 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 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 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, coordinate and arrange for vendor luncheons, etc. Set up and maintain conference 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

What You’ll Bring To Baird

• High school diploma required. Associate’s or Bachelor’s degree preferred, not required
• 1+ years 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; 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 prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner