Branch Operations Assistant

ROBERT W. BAIRD & CO. INCORPORATED; Falls Church (VA); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial services company is seeking a Branch Operations Assistant to enhance client service and marketing initiatives within a branch. This role offers hands-on experience in Private Wealth Management and an opportunity to collaborate with diverse teams in a supportive environment. Ideal candidates are detail-oriented, possess strong communication skills, and have a background in customer service or administration. Join a culture that values teamwork, partnerships, and client success.

Benefits

Opportunity to gain experience in Private Wealth Management

Collaborative team environment

Unique culture valuing diverse backgrounds

Qualifications

• 1+ year of customer service or administrative experience.
• Detail-oriented with proactive problem-solving skills.
• Ability to manage challenging client interactions professionally.

Responsibilities

• Answer incoming calls and greet clients professionally.
• Assist in social media strategy and website content management.
• Maintain CRM and facilitate client relationship management.

Skills

Customer Service

Communication

Organizational Skills

Problem Solving

Analytical Skills

Education

High School Diploma

Associates or Bachelors Degree

Tools

Microsoft Office Suite

CRM

Job description

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. Be responsible for the client service & marketing functions of one or more Financial Advisors 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.

• Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner.
• Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances.
• Assist the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc.
• Maintain FA/team website with frequent content posting. Prepare and present content ideas to marketing lead.
• Seek ways to enhance 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 implementing well-defined client service models.
• 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.
• 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.
• 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. Associates or Bachelors degree preferred.
• 1+ years previous customer service or administrative experience; preferably in the financial services industry.
• 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.

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