Branch Operations Assistant

Baird; Fort Wright (KY); On-site; USD 32,000 - 52,000; Full time

Job summary

Baird is seeking a courteous and detail-oriented administrative professional to support client service and marketing at our Fort Wright, KY branch. The role involves handling inquiries, supporting social media efforts, CRM maintenance, and coordination of interns and daily office operations.

The ideal candidate has 1+ years in customer service or administration within financial services, a strong work ethic, and proficiency with Microsoft Office and CRM tools.

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree preferred, not required
• 1+ years of previous customer service or administrative experience, preferably in financial services
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions
• Excellent verbal communication skills; telephone and client service skills
• Detail oriented with strong analytical and proactive problem-solving abilities
• Ability to work independently with minimal supervision and handle clients professionally
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and CRM platforms with strong organizational skills

Responsibilities

• Answer inquiries from internal associates and business partners in a professional and pleasant manner; liaise between financial advisors and PWM support teams
• Assist the Social Media strategy for the branch (LinkedIn, Website, X, etc.)
• Improve internal operations to boost advisor efficiency and marketability
• MaintainCRM for Financial Advisors and manage client relationships via mailings, reporting and e-mail tracking
• Coordinate and supervise student workers and summer interns
• Process daily check deposits and general branch duties
• Maintain knowledge of compliance policies for internal inquiries
• Route mail and manage daily call logs
• Arrange vendor luncheons; set up conference rooms and restock supplies
• Sort, process and file materials; log compliance files and required reports
• Perform other duties as assigned

Skills

Customer service

Verbal communication

Administrative skills

Detail oriented

Problem solving

Analytical thinking

AI-enabled solutions familiarity

Education

High school diploma

Associate’s degree

Bachelor’s degree

Tools

Microsoft Office Suite

CRM systems

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