Branch Operations Assistant

Robert W. Baird; Greensburg (Westmoreland County); Vor Ort; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

Baird Careers in Greensburg, PA seeks an organized professional to manage client service and marketing support for the branch, aligning with wealth management processes. The role requires polished communication and strong organizational skills to support advisors and staff.

The role includes CRM upkeep, event coordination, daily deposits, and liaison between internal teams. The position offers growth and exposure in a nearby financial services environment.

Qualifikationen

• 1+ years customer service or administrative experience.
• High school diploma required; associate or bachelor’s preferred.
• Strong technology aptitude with ability to adopt new tools.
• Excellent verbal communication and telephone skills.
• Detail oriented with analytical and problem solving abilities.
• Proficient with Microsoft Office; able to learn PWM platforms.

Aufgaben

• Answer inquiries from internal associates and business partners; liaison between advisors and PWM support.
• Assist the branch social media strategy across LinkedIn, website and X.
• Maintain CRM and use it to manage client relationships, mailings and reports.
• Coordinate student workers and summer interns with branch leadership.
• Process daily check deposits.
• Maintain knowledge of compliance policies for internal inquiries.
• Plan vendor luncheons and arrange conference rooms and supplies.
• Sort, route mail and handle copying, faxing and filing.
• Log compliance files and branch reports (wires, etc.).
• Perform other duties as assigned.

Kenntnisse

Customer service

Communication

Organizational skills

Problem solving

Attention to detail

Tech aptitude

Microsoft Office

Ausbildung

High school diploma

Associate's degree

Bachelor's degree

Tools

Microsoft Office suite

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Jobbeschreibung

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 orchestrate 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
• Ability to lift, move, and transport items up to approximately 25 pounds as needed to support office operations, client events, and team activities.

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